Walsh & Associates’s Elevance Health ELV Stock Holding History

Walsh & Associates’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	$30.2K	Hold	78	–	–	0.02%	144
2026 Q1	$22.8K	Hold	78	–	–	0.02%	151
2025 Q4	$27.3K	Buy	+78	New	+$26.4K	0.03%	143

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

Walsh & Associates's ELV Position: Q2 2026 in Review

Walsh & Associates held its Elevance Health (ELV) position steady in Q2 2026 at 78 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #144.

Walsh & Associates first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. 1,593 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Walsh & Associates held 78 shares of Elevance Health worth $30.2K as of Q2 2026.
Walsh & Associates left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up 0.02% of Walsh & Associates's portfolio in Q2 2026, its #144 holding.
Walsh & Associates first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
1,593 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.