Visionary Horizons
ELV icon

Visionary Horizons’s Elevance Health ELV Stock Holding History

Visionary Horizons’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
Q3 		$588K Sell
1,513
-20
-1% -$7.98K 0.23% 73
2026
Q2 		$593K Buy
+1,533
New +$569K 0.25% 70

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Visionary Horizons's ELV Position: Q3 2026 in Review

Visionary Horizons reduced its Elevance Health (ELV) stake by 1.3% in Q3 2026, selling an estimated $7.98K and leaving 1,513 shares worth $588K. The position accounts for 0.23% of the portfolio, ranked #73.

Visionary Horizons first reported a position in ELV in Q2 2026 and has held it in 2 quarters since. The position peaked at $593K in Q2 2026. 1,031 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Visionary Horizons held 1,513 shares of Elevance Health worth $588K as of Q3 2026.
  • Visionary Horizons sold 20 Elevance Health shares in Q3 2026, an estimated $7.98K.
  • Elevance Health made up 0.23% of Visionary Horizons's portfolio in Q3 2026, its #73 holding.
  • Visionary Horizons first reported a position in Elevance Health in Q2 2026 and has held it in 2 quarters since.
  • Visionary Horizons's Elevance Health position peaked at $593K in Q2 2026.
  • 1,031 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.