UFPG
ELV icon

United Financial Planning Group’s Elevance Health ELV Stock Holding History

United Financial Planning Group’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 		$4.25K Hold
11
– – ﹤0.01% 403
2026
Q1 		$3.22K Sell
11
-8
-42% -$2.63K ﹤0.01% 389
2025
Q4 		$6.66K Buy
+19
New +$6.42K ﹤0.01% 247

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Financial Planning Group's ELV Position: Q2 2026 in Review

United Financial Planning Group held its Elevance Health (ELV) position steady in Q2 2026 at 11 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

United Financial Planning Group first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.66K in Q4 2025. 1,604 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • United Financial Planning Group held 11 shares of Elevance Health worth $4.25K as of Q2 2026.
  • United Financial Planning Group left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #403 holding.
  • United Financial Planning Group first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Elevance Health position peaked at $6.66K in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.