VERPA
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Virginia Estate & Retirement Planning Advisors’s Elevance Health ELV Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		– Sell
-25
Closed -$7.12K – 188
2026
Q1 		$7.12K Buy
+25
New +$8.22K 0.01% 115

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Wellington Management Group
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Vanguard Portfolio Management
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Sanders Capital
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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

Virginia Estate & Retirement Planning Advisors's ELV Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 25 shares — an estimated $7.12K sold.

Virginia Estate & Retirement Planning Advisors first reported a position in ELV in Q1 2026 and held it in 1 quarter. The position peaked at $7.12K in Q1 2026. 1,586 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Virginia Estate & Retirement Planning Advisors sold 25 Elevance Health shares in Q2 2026, an estimated $7.12K.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Elevance Health in Q1 2026 and held it in 1 quarter.
  • Virginia Estate & Retirement Planning Advisors's Elevance Health position peaked at $7.12K in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.