VisionPoint Advisory Group’s Elevance Health ELV Stock Holding History

VisionPoint Advisory 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	$611K	Buy	1,580 +22	+1%	+$8.16K	0.1%	226
2026 Q1	$456K	Buy	1,558 +15	+1%	+$4.93K	0.09%	243
2025 Q4	$541K	Sell	1,543 -255	-14%	-$86.2K	0.11%	197
2025 Q3	$581K	Buy	1,798 +418	+30%	+$130K	0.12%	180
2025 Q2	$537K	Buy	1,380 +5	+0.4%	+$2.01K	0.12%	182
2025 Q1	$598K	Buy	1,375 +122	+10%	+$49K	0.21%	101
2024 Q4	$458K	Buy	+1,253	New	+$524K	0.16%	118
2024 Q3	–	Sell	-2	Closed	-$1.08K	–	395
2024 Q2	$1.08K	Sell	2 -1	-33%	-$529	﹤0.01%	714
2024 Q1	$1.56K	Buy	+3	New	+$1.49K	﹤0.01%	702

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

VisionPoint Advisory Group's ELV Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Elevance Health (ELV) stake by 1.4% in Q2 2026, buying an estimated $8.16K and bringing the position to 1,580 shares worth $611K. The position accounts for 0.1% of the portfolio, ranked #226.

VisionPoint Advisory Group first reported a position in ELV in Q1 2024 and has held it in 9 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

VisionPoint Advisory Group held 1,580 shares of Elevance Health worth $611K as of Q2 2026.
VisionPoint Advisory Group bought 22 Elevance Health shares in Q2 2026, an estimated $8.16K.
Elevance Health made up 0.1% of VisionPoint Advisory Group's portfolio in Q2 2026, its #226 holding.
VisionPoint Advisory Group first reported a position in Elevance Health in Q1 2024 and has held it in 9 quarters since.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.