Vision Retirement’s Elevance Health ELV Stock Holding History

Vision Retirement’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	$15.1K	Hold	39	–	–	﹤0.01%	378
2026 Q1	$11.4K	Hold	39	–	–	﹤0.01%	398
2025 Q4	$13.7K	Buy	+39	New	+$13.2K	﹤0.01%	377

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vision Retirement's ELV Position: Q2 2026 in Review

Vision Retirement held its Elevance Health (ELV) position steady in Q2 2026 at 39 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Vision Retirement first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. 1,513 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Vision Retirement held 39 shares of Elevance Health worth $15.1K as of Q2 2026.
Vision Retirement left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #378 holding.
Vision Retirement first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
1,513 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.