Truepoint Inc’s Elevance Health ELV Stock Holding History

Truepoint Inc’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$227K	Buy	+588	New	+$218K	﹤0.01%	148
2026 Q1	–	Sell	-574	Closed	-$201K	–	151
2025 Q4	$201K	Sell	574 -196	-25%	-$66.2K	﹤0.01%	144
2025 Q3	$249K	Sell	770 -45	-6%	-$14K	0.01%	130
2025 Q2	$317K	Buy	815 +5	+0.6%	+$2.01K	0.01%	115
2025 Q1	$352K	Buy	810 +40	+5%	+$16.1K	0.01%	108
2024 Q4	$284K	Sell	770 -217	-22%	-$90.8K	0.01%	111
2024 Q3	$513K	Buy	987 +186	+23%	+$99.4K	0.01%	89
2024 Q2	$434K	Buy	+801	New	+$423K	0.01%	90
2024 Q1	–	Sell	-792	Closed	-$373K	–	160
2023 Q4	$373K	Sell	792 -63	-7%	-$29.1K	0.01%	149
2023 Q3	$372K	Buy	+855	New	+$388K	0.01%	136

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Truepoint Inc's ELV Position: Q2 2026 in Review

Truepoint Inc opened a new position in Elevance Health (ELV) in Q2 2026: 588 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #148 among its holdings. This is a return to the name: Truepoint Inc previously reported a position in ELV as recently as Q4 2025.

Truepoint Inc first reported a position in ELV in Q3 2023 and has held it in 10 quarters since. The position peaked at $513K in Q3 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Truepoint Inc held 588 shares of Elevance Health worth $227K as of Q2 2026.
Elevance Health was a new Truepoint Inc position in Q2 2026.
Elevance Health made up ﹤0.01% of Truepoint Inc's portfolio in Q2 2026, its #148 holding.
Truepoint Inc first reported a position in Elevance Health in Q3 2023 and has held it in 10 quarters since.
Truepoint Inc's Elevance Health position peaked at $513K in Q3 2024.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.