PSI
ELV icon

Planning Strategies Inc.’s Elevance Health ELV Stock Holding History

Planning Strategies Inc.’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 		$4.64K Buy
+12
New +$4.45K ﹤0.01% 429

Other funds holding ELV

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Planning Strategies Inc.'s ELV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Elevance Health (ELV) in Q2 2026: 12 shares worth $4.64K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings.

565 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Planning Strategies Inc. held 12 shares of Elevance Health worth $4.64K as of Q2 2026.
  • Elevance Health was a new Planning Strategies Inc. position in Q2 2026.
  • Elevance Health made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #429 holding.
  • 565 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.