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Alliance Wealth Advisors (Pennsylvania)’s Elevance Health ELV Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$592K Sell
1,532
-106
-6% -$39.3K 0.19% 71
2026
Q1 		$480K Buy
1,638
+744
+83% +$245K 0.21% 78
2025
Q4 		$313K Buy
894
+26
+3% +$8.79K 0.14% 121
2025
Q3 		$280K Buy
868
+79
+10% +$24.6K 0.13% 128
2025
Q2 		$307K Buy
789
+20
+3% +$8.04K 0.16% 114
2025
Q1 		$334K Sell
769
-134
-15% -$53.8K 0.19% 99
2024
Q4 		$333K Buy
903
+204
+29% +$85.4K 0.19% 101
2024
Q3 		$363K Buy
699
+12
+2% +$6.41K 0.21% 91
2024
Q2 		$372K Sell
687
-42
-6% -$22.2K 0.23% 82
2024
Q1 		$378K Sell
729
-16
-2% -$7.96K 0.24% 85
2023
Q4 		$351K Buy
745
+21
+3% +$9.71K 0.23% 87
2023
Q3 		$315K Buy
724
+79
+12% +$35.8K 0.23% 86
2023
Q2 		$287K Buy
645
+124
+24% +$57.2K 0.2% 97
2023
Q1 		$240K Sell
521
-37
-7% -$17.6K 0.18% 108
2022
Q4 		$286K Sell
558
-1
-0.2% -$508 0.24% 88
2022
Q3 		$254K Sell
559
-25
-4% -$12K 0.24% 87
2022
Q2 		$282K Buy
584
+4
+0.7% +$1.98K 0.24% 87
2022
Q1 		$285K Sell
580
-122
-17% -$55.8K 0.24% 94
2021
Q4 		$325K Buy
702
+9
+1% +$3.79K 0.26% 84
2021
Q3 		$258K Buy
693
+11
+2% +$4.18K 0.23% 88
2021
Q2 		$260K Buy
682
+15
+2% +$5.73K 0.23% 87
2021
Q1 		$239K Sell
667
-6
-0.9% -$1.93K 0.24% 88
2020
Q4 		$216K Buy
+673
New +$207K 0.23% 93

Other funds holding ELV

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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s ELV Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Elevance Health (ELV) stake by 6.5% in Q2 2026, selling an estimated $39.3K and leaving 1,532 shares worth $592K. The position accounts for 0.19% of the portfolio, ranked #71.

Alliance Wealth Advisors (Pennsylvania) first reported a position in ELV in Q4 2020 and has held it in 23 quarters since. 214 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 1,532 shares of Elevance Health worth $592K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 106 Elevance Health shares in Q2 2026, an estimated $39.3K.
  • Elevance Health made up 0.19% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #71 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Elevance Health in Q4 2020 and has held it in 23 quarters since.
  • 214 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.