Atlas Capital Advisors’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
Q1 | $1.03M | Hold |
3,503
| – | – | 0.12% | 143 |
|
|
2025
Q4 | $1.23M | Buy |
+3,503
| New | +$1.18M | 0.14% | 128 |
|
|
2025
Q2 | $1.38M | Sell |
3,541
-123
| -3% | -$49.5K | 0.17% | 113 |
|
|
2025
Q1 | $1.59M | Hold |
3,664
| – | – | 0.2% | 98 |
|
|
2024
Q4 | $1.35M | Sell |
3,664
-891
| -20% | -$373K | 0.17% | 102 |
|
|
2024
Q3 | $2.37M | Buy |
4,555
+308
| +7% | +$165K | 0.36% | 64 |
|
|
2024
Q2 | $2.3M | Sell |
4,247
-347
| -8% | -$183K | 0.3% | 75 |
|
|
2024
Q1 | $2.38M | Sell |
4,594
-27
| -0.6% | -$13.4K | 0.37% | 60 |
|
|
2023
Q4 | $2.18M | Buy |
4,621
+170
| +4% | +$78.6K | 0.32% | 62 |
|
|
2023
Q3 | $1.94M | Hold |
4,451
| – | – | 0.32% | 63 |
|
|
2023
Q2 | $1.98M | Sell |
4,451
-46
| -1% | -$21.2K | 0.3% | 66 |
|
|
2023
Q1 | $2.07M | Sell |
4,497
-650
| -13% | -$309K | 0.33% | 60 |
|
|
2022
Q4 | $2.64M | Buy |
5,147
+413
| +9% | +$210K | 0.44% | 45 |
|
|
2022
Q3 | $2.15M | Buy |
4,734
+2
| +0% | +$957 | 0.39% | 54 |
|
|
2022
Q2 | $2.28M | Sell |
4,732
-20
| -0.4% | -$9.89K | 0.39% | 52 |
|
|
2022
Q1 | $2.33M | Buy |
4,752
+834
| +21% | +$381K | 0.36% | 63 |
|
|
2021
Q4 | $1.82M | Sell |
3,918
-477
| -11% | -$201K | 0.27% | 79 |
|
|
2021
Q3 | $1.64M | Sell |
4,395
-46
| -1% | -$17.5K | 0.26% | 81 |
|
|
2021
Q2 | $1.7M | Buy |
4,441
+278
| +7% | +$106K | 0.28% | 80 |
|
|
2021
Q1 | $1.49M | Sell |
4,163
-1,674
| -29% | -$538K | 0.29% | 77 |
|
|
2020
Q4 | $1.87M | Buy |
5,837
+47
| +0.8% | +$14.4K | 0.39% | 53 |
|
|
2020
Q3 | $1.56M | Sell |
5,790
-215
| -4% | -$57.9K | 0.37% | 60 |
|
|
2020
Q2 | $1.58M | Buy |
6,005
+69
| +1% | +$18.4K | 0.37% | 60 |
|
|
2020
Q1 | $1.35M | Sell |
5,936
-158
| -3% | -$43.1K | 0.4% | 56 |
|
|
2019
Q4 | $1.84M | Sell |
6,094
-484
| -7% | -$133K | 0.46% | 54 |
|
|
2019
Q3 | $1.58M | Buy |
6,578
+1,541
| +31% | +$422K | 0.47% | 49 |
|
|
2019
Q2 | $1.42M | Buy |
5,037
+52
| +1% | +$14.2K | 0.47% | 51 |
|
|
2019
Q1 | $1.43M | Sell |
4,985
-2,030
| -29% | -$587K | 0.52% | 49 |
|
|
2018
Q4 | $1.84M | Sell |
7,015
-659
| -9% | -$181K | 0.74% | 25 |
|
|
2018
Q3 | $2.12M | Buy |
7,674
+1,517
| +25% | +$394K | 0.71% | 27 |
|
|
2018
Q2 | $1.51M | Sell |
6,157
-3,349
| -35% | -$776K | 0.54% | 44 |
|
|
2018
Q1 | $2.09M | Buy |
+9,506
| New | +$2.23M | 0.64% | 34 |
|
Other funds holding ELV
VCM
VPM
Atlas Capital Advisors's ELV Position: Q1 2026 in Review
Atlas Capital Advisors held its Elevance Health (ELV) position steady in Q1 2026 at 3,503 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #143.
Atlas Capital Advisors first reported a position in ELV in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.64M in Q4 2022. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Atlas Capital Advisors held 3,503 shares of Elevance Health worth $1.03M as of Q1 2026.
- Atlas Capital Advisors left its Elevance Health share count unchanged in Q1 2026.
- Elevance Health made up 0.12% of Atlas Capital Advisors's portfolio in Q1 2026, its #143 holding.
- Atlas Capital Advisors first reported a position in Elevance Health in Q1 2018 and has held it in 32 quarters since.
- Atlas Capital Advisors's Elevance Health position peaked at $2.64M in Q4 2022.
- 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.