BRWA
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B. Riley Wealth Advisors’s Elevance Health ELV Stock Holding History

B. Riley Wealth Advisors’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 		$535K Buy
1,379
+212
+18% +$78.6K 0.03% 447
2026
Q1 		$332K Sell
1,167
-28
-2% -$9.2K 0.02% 553
2025
Q4 		$419K Buy
1,195
+15
+1% +$5.07K 0.02% 590
2025
Q3 		$381K Sell
1,180
-394
-25% -$123K 0.02% 628
2025
Q2 		$612K Buy
+1,574
New +$633K 0.03% 462
2024
Q4 		$1.11M Sell
3,014
-557
-16% -$233K 0.04% 422
2024
Q3 		$1.84M Sell
3,571
-411
-10% -$220K 0.05% 337
2024
Q2 		$2.16M Buy
3,982
+1,127
+39% +$596K 0.05% 319
2024
Q1 		$1.24M Buy
2,855
+172
+6% +$85.5K 0.03% 465
2023
Q4 		$1.27M Sell
2,683
-172
-6% -$79.5K 0.03% 462
2023
Q3 		$1.24M Sell
2,855
-6,893
-71% -$3.13M 0.03% 465
2023
Q2 		$4.33M Buy
9,748
+7,619
+358% +$3.51M 0.1% 209
2023
Q1 		$979K Buy
2,129
+197
+10% +$93.8K 0.03% 546
2022
Q4 		$991K Buy
1,932
+169
+10% +$85.8K 0.03% 536
2022
Q3 		$801K Buy
1,763
+287
+19% +$137K 0.02% 576
2022
Q2 		$712K Sell
1,476
-1,033
-41% -$511K 0.03% 516
2022
Q1 		$1.23M Buy
2,509
+191
+8% +$87.3K 0.04% 417
2021
Q4 		$1.07M Buy
2,318
+54
+2% +$22.7K 0.03% 506
2021
Q3 		$844K Buy
2,264
+52
+2% +$19.8K 0.03% 578
2021
Q2 		$845K Sell
2,212
-293
-12% -$112K 0.03% 571
2021
Q1 		$899K Buy
+2,505
New +$806K 0.03% 510
2020
Q4 		– Sell
-1,484
Closed -$399K – 1047
2020
Q3 		$399K Sell
1,484
-46
-3% -$12.4K 0.02% 618
2020
Q2 		$403K Sell
1,530
-40
-3% -$10.7K 0.03% 524
2020
Q1 		$357K Sell
1,570
-328
-17% -$89.4K 0.03% 488
2019
Q4 		$574K Buy
1,898
+530
+39% +$146K 0.05% 390
2019
Q3 		$329K Sell
1,368
-66
-5% -$18.1K 0.03% 555
2019
Q2 		$405K Sell
1,434
-119
-8% -$32.5K 0.04% 454
2019
Q1 		$446K Buy
+1,553
New +$449K 0.06% 371
2016
Q1 		– Sell
-2,367
Closed -$331K – 565
2015
Q4 		$331K Buy
2,367
+48
+2% +$6.61K 0.07% 340
2015
Q3 		$325K Buy
2,319
+43
+2% +$6.46K 0.08% 331
2015
Q2 		$374K Buy
2,276
+214
+10% +$34.2K 0.09% 270
2015
Q1 		$318K Sell
2,062
-2,297
-53% -$327K 0.08% 334
2014
Q4 		$2.96K Buy
4,359
+2,166
+99% +$268K 0.06% 392
2014
Q3 		$262K Sell
2,193
-2,112
-49% -$242K 0.07% 410
2014
Q2 		$231K Buy
4,305
+2,808
+188% +$289K 0.05% 404
2014
Q1 		$149K Buy
+1,497
New +$135K 0.05% 486

Other funds holding ELV

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
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

B. Riley Wealth Advisors's ELV Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Elevance Health (ELV) stake by 18% in Q2 2026, buying an estimated $78.6K and bringing the position to 1,379 shares worth $535K. The position accounts for 0.03% of the portfolio, ranked #447.

B. Riley Wealth Advisors first reported a position in ELV in Q1 2014 and has held it in 36 quarters since. The position peaked at $4.33M in Q2 2023. 475 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • B. Riley Wealth Advisors held 1,379 shares of Elevance Health worth $535K as of Q2 2026.
  • B. Riley Wealth Advisors bought 212 Elevance Health shares in Q2 2026, an estimated $78.6K.
  • Elevance Health made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #447 holding.
  • B. Riley Wealth Advisors first reported a position in Elevance Health in Q1 2014 and has held it in 36 quarters since.
  • B. Riley Wealth Advisors's Elevance Health position peaked at $4.33M in Q2 2023.
  • 475 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.