Bartlett & Co Wealth Management’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 | $1.71M | Buy |
4,421
+9
| +0.2% | +$3.34K | 0.02% | 229 |
|
|
2026
Q1 | $1.64M | Buy |
4,412
+2
| +0% | +$657 | 0.02% | 232 |
|
|
2025
Q4 | $1.55M | Hold |
4,410
| – | – | 0.02% | 234 |
|
|
2025
Q3 | $1.42M | Sell |
4,410
-149
| -3% | -$46.3K | 0.02% | 235 |
|
|
2025
Q2 | $1.77M | Buy |
4,559
+48
| +1% | +$19.3K | 0.02% | 208 |
|
|
2025
Q1 | $1.96M | Sell |
4,511
-88
| -2% | -$35.3K | 0.03% | 192 |
|
|
2024
Q4 | $1.7M | Buy |
4,599
+15
| +0.3% | +$6.28K | 0.02% | 207 |
|
|
2024
Q3 | $2.38M | Buy |
4,584
+60
| +1% | +$32.1K | 0.03% | 184 |
|
|
2024
Q2 | $2.45M | Sell |
4,524
-14
| -0.3% | -$7.4K | 0.04% | 177 |
|
|
2024
Q1 | $2.35M | Buy |
4,538
+973
| +27% | +$484K | 0.04% | 184 |
|
|
2023
Q4 | $1.67M | Buy |
3,565
+99
| +3% | +$45.8K | 0.03% | 217 |
|
|
2023
Q3 | $1.51M | Hold |
3,466
| – | – | 0.03% | 219 |
|
|
2023
Q2 | $1.54M | Buy |
3,466
+2,515
| +264% | +$1.16M | 0.03% | 224 |
|
|
2023
Q1 | $437K | Hold |
951
| – | – | 0.01% | 299 |
|
|
2022
Q4 | $488K | Sell |
951
-4
| -0.4% | -$2.03K | 0.01% | 294 |
|
|
2022
Q3 | $434K | Sell |
955
-7
| -0.7% | -$3.35K | 0.01% | 298 |
|
|
2022
Q2 | $464K | Buy |
962
+11
| +1% | +$5.44K | 0.01% | 289 |
|
|
2022
Q1 | $467K | Hold |
951
| – | – | 0.01% | 299 |
|
|
2021
Q4 | $441K | Hold |
951
| – | – | 0.01% | 309 |
|
|
2021
Q3 | $355K | Sell |
951
-56
| -6% | -$21.3K | 0.01% | 290 |
|
|
2021
Q2 | $384K | Hold |
1,007
| – | – | 0.01% | 280 |
|
|
2021
Q1 | $361K | Hold |
1,007
| – | – | 0.01% | 284 |
|
|
2020
Q4 | $323K | Buy |
1,007
+6
| +0.6% | +$1.84K | 0.01% | 287 |
|
|
2020
Q3 | $269K | Hold |
1,001
| – | – | 0.01% | 284 |
|
|
2020
Q2 | $263K | Buy |
1,001
+49
| +5% | +$13.1K | 0.01% | 284 |
|
|
2020
Q1 | $216K | Hold |
952
| – | – | 0.01% | 289 |
|
|
2019
Q4 | $288K | Hold |
952
| – | – | 0.01% | 293 |
|
|
2019
Q3 | $229K | Buy |
952
+90
| +10% | +$24.7K | 0.01% | 312 |
|
|
2019
Q2 | $243K | Buy |
862
+1
| +0.1% | +$273 | 0.01% | 244 |
|
|
2019
Q1 | $247K | Hold |
861
| – | – | 0.01% | 242 |
|
|
2018
Q4 | $226K | Hold |
861
| – | – | 0.01% | 242 |
|
|
2018
Q3 | $236K | Buy |
861
+74
| +9% | +$19.2K | 0.01% | 243 |
|
|
2018
Q2 | $187K | Hold |
787
| – | – | 0.01% | 259 |
|
|
2018
Q1 | $173K | Buy |
+787
| New | +$185K | 0.01% | 261 |
|
Other funds holding ELV
Bartlett & Co Wealth Management's ELV Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Elevance Health (ELV) stake by 0.2% in Q2 2026, buying an estimated $3.34K and bringing the position to 4,421 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #229.
Bartlett & Co Wealth Management first reported a position in ELV in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.45M in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Bartlett & Co Wealth Management held 4,421 shares of Elevance Health worth $1.71M as of Q2 2026.
- Bartlett & Co Wealth Management bought 9 Elevance Health shares in Q2 2026, an estimated $3.34K.
- Elevance Health made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #229 holding.
- Bartlett & Co Wealth Management first reported a position in Elevance Health in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's Elevance Health position peaked at $2.45M in Q2 2024.
- 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.