Artisan Value Fund Q2 2026 Portfolio Update

US equities advanced during Q2, supported by another quarter of better-than-expected corporate earnings and continued enthusiasm for companies benefiting from artificial intelligence-related investment. Our bottom five contributors to return in Q2 were Accenture, CME Group, Salesforce, Boston Scientific and EOG Resources. Our top five contributors to return in Q2 were Texas Instruments, Lam Research, NXP Semiconductors, Elevance Health and Alphabet.

Seeking Alpha • Jul 21, 2026

Elevance Health Chairman Ramiro Peru Buys $336,000 of Shares. What Does This Mean for Investors Right Now?

The purchase of 1,000 shares at $366.05 per share represents a total capital commitment of $366,050. This transaction increased the director's total direct equity position by 10% relative to his pre-trade holdings.

The Motley Fool • Jul 20, 2026

Elevance Health CEO Boudreaux Buys $1 Million in Shares. What Does This Mean For its 2026 Outlook?

The CEO executed an open-market purchase of 2,725 shares, representing a capital commitment of ~$1.0 million. The transaction increased the insider's total equity holdings by 2% of the previously held position.

The Motley Fool • Jul 17, 2026

These Analysts Revise Their Forecasts On Elevance Health Following Q2 Earnings

Elevance Health Inc. (NYSE:ELV) on Wednesday reported upbeat second-quarter results and raised its full-year guidance.

Benzinga • Jul 16, 2026

Elevance raises annual profit forecast on better medical cost management

Elevance Health ​raised its annual profit forecast after beating second-quarter ‌earnings estimates on Wednesday, as it looks to keep medical costs in check.

Reuters • Jul 15, 2026

Elevance Health Profits Eclipse $1.4 Billion As Costs Ease Somewhat

Elevance Health reported second quarter net income of $1.45 billion as medical costs fell in some health plans, triggering an improved outlook for the rest of the year.

Forbes • Jul 15, 2026

Elevance Health Q2 Earnings Call Highlights

Elevance Health NYSE: ELV raised its 2026 adjusted earnings outlook after second-quarter results came in ahead of management's expectations, citing favorable benefit expense performance, disciplined cost management and improving execution across several major business lines.

MarketBeat • Jul 15, 2026

Elevance Health Raises Earnings Outlook on Higher Sales

The health insurer raised its earnings outlook after logging a higher benefit-expense ratio and sales number in the second quarter.

WSJ • Jul 15, 2026

Elevance Health, Inc. (ELV) Q2 2026 Earnings Call Transcript

Elevance Health, Inc. (ELV) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 15, 2026

Elevance Health Reports Second Quarter 2026 Results; Raises Full-Year Guidance

INDIANAPOLIS--(BUSINESS WIRE)--Elevance Health, Inc. (NYSE: ELV) reported second quarter 2026 results ahead of expectations. "Our second quarter results exceeded our outlook, supported by disciplined execution and improved operating performance across our diversified portfolio. We are raising our 2026 adjusted EPS guidance to at least $27.00 and accelerating targeted investments in the capabilities that matter most: medical cost management, member experience, provider connectivity, operating ef.

Business Wire • Jul 15, 2026