AF
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Advisornet Financial’s Elevance Health ELV Stock Holding History

Advisornet Financial’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 		$142K Sell
368
-253
-41% -$93.8K 0.01% 750
2026
Q1 		$182K Sell
621
-329
-35% -$108K 0.01% 643
2025
Q4 		$333K Buy
950
+25
+3% +$8.45K 0.02% 477
2025
Q3 		$299K Buy
925
+270
+41% +$84K 0.02% 495
2025
Q2 		$255K Sell
655
-1
-0.2% -$402 0.02% 516
2025
Q1 		$285K Sell
656
-4
-0.6% -$1.61K 0.02% 463
2024
Q4 		$243K Sell
660
-6
-0.9% -$2.51K 0.02% 465
2024
Q3 		$346K Buy
666
+143
+27% +$76.4K 0.03% 401
2024
Q2 		$283K Buy
523
+5
+1% +$2.64K 0.03% 411
2024
Q1 		$269K Sell
518
-14
-3% -$6.96K 0.03% 416
2023
Q4 		$251K Buy
532
+16
+3% +$7.4K 0.02% 433
2023
Q3 		$225K Sell
516
-72
-12% -$32.7K 0.02% 433
2023
Q2 		$261K Sell
588
-7
-1% -$3.23K 0.02% 430
2023
Q1 		$274K Sell
595
-29
-5% -$13.8K 0.03% 412
2022
Q4 		$320K Buy
624
+23
+4% +$11.7K 0.03% 377
2022
Q3 		$273K Buy
601
+21
+4% +$10K 0.03% 439
2022
Q2 		$280K Buy
580
+61
+12% +$30.2K 0.03% 433
2022
Q1 		$255K Buy
519
+17
+3% +$7.77K 0.02% 499
2021
Q4 		$233K Sell
502
-32
-6% -$13.5K 0.01% 569
2021
Q3 		$199K Buy
534
+134
+34% +$50.9K 0.01% 584
2021
Q2 		$153K Hold
400
– – 0.01% 670
2021
Q1 		$144K Sell
400
-60
-13% -$19.3K 0.01% 649
2020
Q4 		$148K Sell
460
-82
-15% -$25.2K 0.01% 579
2020
Q3 		$146K Buy
542
+82
+18% +$22.1K 0.01% 571
2020
Q2 		$121K Hold
460
– – 0.01% 619
2020
Q1 		$104K Hold
460
– – 0.01% 605
2019
Q4 		$139K Hold
460
– – 0.01% 595
2019
Q3 		$110K Hold
460
– – 0.01% 650
2019
Q2 		$130K Buy
460
+60
+15% +$16.4K 0.01% 536
2019
Q1 		$115K Sell
400
-190
-32% -$55K 0.01% 524
2018
Q4 		$155K Sell
590
-75
-11% -$20.6K 0.02% 432
2018
Q3 		$182K Sell
665
-11
-2% -$2.86K 0.02% 433
2018
Q2 		$161K Sell
676
-39
-5% -$9.03K 0.02% 436
2018
Q1 		$157K Sell
715
-135
-16% -$31.7K 0.02% 436
2017
Q4 		$191K Buy
+850
New +$181K 0.03% 358

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Advisornet Financial's ELV Position: Q2 2026 in Review

Advisornet Financial reduced its Elevance Health (ELV) stake by 41% in Q2 2026, selling an estimated $93.8K and leaving 368 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #750.

Advisornet Financial first reported a position in ELV in Q4 2017 and has held it in 35 quarters since. The position peaked at $346K in Q3 2024. 348 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Advisornet Financial held 368 shares of Elevance Health worth $142K as of Q2 2026.
  • Advisornet Financial sold 253 Elevance Health shares in Q2 2026, an estimated $93.8K.
  • Elevance Health made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #750 holding.
  • Advisornet Financial first reported a position in Elevance Health in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Elevance Health position peaked at $346K in Q3 2024.
  • 348 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.