Allworth Financial’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $774K | Buy |
2,002
+463
| +30% | +$172K | ﹤0.01% | 818 |
|
|
2026
Q1 | $451K | Sell |
1,539
-203
| -12% | -$66.7K | ﹤0.01% | 997 |
|
|
2025
Q4 | $611K | Sell |
1,742
-1,167
| -40% | -$394K | ﹤0.01% | 852 |
|
|
2025
Q3 | $940K | Sell |
2,909
-219
| -7% | -$68.1K | ﹤0.01% | 693 |
|
|
2025
Q2 | $1.22M | Sell |
3,128
-777
| -20% | -$313K | 0.01% | 591 |
|
|
2025
Q1 | $1.67M | Buy |
3,905
+1,217
| +45% | +$489K | 0.01% | 434 |
|
|
2024
Q4 | $1.05M | Buy |
2,688
+1,370
| +104% | +$573K | 0.01% | 527 |
|
|
2024
Q3 | $685K | Buy |
1,318
+11
| +0.8% | +$5.88K | ﹤0.01% | 513 |
|
|
2024
Q2 | $653K | Buy |
1,307
+72
| +6% | +$38.1K | ﹤0.01% | 511 |
|
|
2024
Q1 | $641K | Buy |
1,235
+404
| +49% | +$201K | ﹤0.01% | 499 |
|
|
2023
Q4 | $392K | Sell |
831
-3
| -0.4% | -$1.39K | ﹤0.01% | 577 |
|
|
2023
Q3 | $363K | Sell |
834
-40
| -5% | -$18.1K | ﹤0.01% | 556 |
|
|
2023
Q2 | $388K | Buy |
874
+90
| +11% | +$41.5K | ﹤0.01% | 552 |
|
|
2023
Q1 | $361K | Buy |
784
+211
| +37% | +$100K | ﹤0.01% | 538 |
|
|
2022
Q4 | $294K | Buy |
573
+75
| +15% | +$38.1K | ﹤0.01% | 561 |
|
|
2022
Q3 | $226K | Buy |
498
+188
| +61% | +$90K | ﹤0.01% | 566 |
|
|
2022
Q2 | $150K | Buy |
310
+25
| +9% | +$12.4K | ﹤0.01% | 617 |
|
|
2022
Q1 | $140K | Buy |
285
+193
| +210% | +$88.2K | ﹤0.01% | 637 |
|
|
2021
Q4 | $43K | Buy |
92
+24
| +35% | +$10.1K | ﹤0.01% | 881 |
|
|
2021
Q3 | $25K | Buy |
68
+2
| +3% | +$760 | ﹤0.01% | 959 |
|
|
2021
Q2 | $25K | Sell |
66
-344
| -84% | -$131K | ﹤0.01% | 788 |
|
|
2021
Q1 | $147K | Hold |
410
| – | – | ﹤0.01% | 389 |
|
|
2020
Q4 | $132K | Buy |
410
+66
| +19% | +$20.3K | ﹤0.01% | 332 |
|
|
2020
Q3 | $92K | Hold |
344
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $90K | Hold |
344
| – | – | ﹤0.01% | 329 |
|
|
2020
Q1 | $78K | Buy |
344
+334
| +3,340% | +$91K | ﹤0.01% | 341 |
|
|
2019
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 841 |
|
|
2019
Q3 | $2K | Buy |
+10
| New | +$2.74K | ﹤0.01% | 813 |
|
|
2019
Q2 | – | Sell |
-12
| Closed | -$3K | – | 967 |
|
|
2019
Q1 | $3K | Buy |
+12
| New | +$3.47K | ﹤0.01% | 756 |
|
|
2018
Q3 | – | Sell |
-24
| Closed | -$6K | – | 913 |
|
|
2018
Q2 | $6K | Buy |
24
+9
| +60% | +$2.08K | ﹤0.01% | 594 |
|
|
2018
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 651 |
|
|
2017
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 626 |
|
|
2017
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 628 |
|
|
2017
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 631 |
|
|
2017
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 638 |
|
|
2016
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 574 |
|
|
2016
Q3 | $2K | Buy |
+15
| New | +$1.94K | ﹤0.01% | 586 |
|
Other funds holding ELV
Allworth Financial's ELV Position: Q2 2026 in Review
Allworth Financial increased its Elevance Health (ELV) stake by 30% in Q2 2026, buying an estimated $172K and bringing the position to 2,002 shares worth $774K. The position accounts for ﹤0.01% of the portfolio, ranked #818.
Allworth Financial first reported a position in ELV in Q3 2016 and has held it in 37 quarters since. The position peaked at $1.67M in Q1 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Allworth Financial held 2,002 shares of Elevance Health worth $774K as of Q2 2026.
- Allworth Financial bought 463 Elevance Health shares in Q2 2026, an estimated $172K.
- Elevance Health made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #818 holding.
- Allworth Financial first reported a position in Elevance Health in Q3 2016 and has held it in 37 quarters since.
- Allworth Financial's Elevance Health position peaked at $1.67M in Q1 2025.
- 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.