Capital Investment Advisory Services’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 | $290K | Sell |
750
-34
| -4% | -$12.6K | 0.02% | 594 |
|
|
2026
Q1 | $229K | Buy |
784
+2
| +0.3% | +$657 | 0.02% | 586 |
|
|
2025
Q4 | $274K | Sell |
782
-784
| -50% | -$265K | 0.02% | 519 |
|
|
2025
Q3 | $506K | Buy |
1,566
+638
| +69% | +$198K | 0.04% | 359 |
|
|
2025
Q2 | $361K | Sell |
928
-67
| -7% | -$26.9K | 0.03% | 409 |
|
|
2025
Q1 | $433K | Buy |
995
+10
| +1% | +$4.01K | 0.04% | 354 |
|
|
2024
Q4 | $363K | Sell |
985
-37
| -4% | -$15.5K | 0.04% | 359 |
|
|
2024
Q3 | $531K | Buy |
1,022
+33
| +3% | +$17.6K | 0.05% | 285 |
|
|
2024
Q2 | $536K | Hold |
989
| – | – | 0.06% | 280 |
|
|
2024
Q1 | $513K | Sell |
989
-47
| -5% | -$23.4K | 0.05% | 290 |
|
|
2023
Q4 | $489K | Buy |
1,036
+24
| +2% | +$11.1K | 0.05% | 297 |
|
|
2023
Q3 | $441K | Buy |
1,012
+20
| +2% | +$9.07K | 0.04% | 304 |
|
|
2023
Q2 | $441K | Hold |
992
| – | – | 0.04% | 293 |
|
|
2023
Q1 | $456K | Sell |
992
-70
| -7% | -$33.3K | 0.05% | 276 |
|
|
2022
Q4 | $545K | Sell |
1,062
-328
| -24% | -$167K | 0.06% | 252 |
|
|
2022
Q3 | $631K | Buy |
1,390
+14
| +1% | +$6.7K | 0.08% | 213 |
|
|
2022
Q2 | $664K | Hold |
1,376
| – | – | 0.08% | 210 |
|
|
2022
Q1 | $676K | Hold |
1,376
| – | – | 0.07% | 227 |
|
|
2021
Q4 | $638K | Sell |
1,376
-56
| -4% | -$23.6K | 0.08% | 238 |
|
|
2021
Q3 | $534K | Hold |
1,432
| – | – | 0.07% | 252 |
|
|
2021
Q2 | $547K | Buy |
1,432
+328
| +30% | +$125K | 0.07% | 258 |
|
|
2021
Q1 | $396K | Hold |
1,104
| – | – | 0.06% | 285 |
|
|
2020
Q4 | $354K | Buy |
1,104
+180
| +19% | +$55.2K | 0.05% | 302 |
|
|
2020
Q3 | $248K | Sell |
924
-225
| -20% | -$60.5K | 0.05% | 309 |
|
|
2020
Q2 | $302K | Sell |
1,149
-25
| -2% | -$6.67K | 0.06% | 246 |
|
|
2020
Q1 | $267K | Buy |
1,174
+500
| +74% | +$136K | 0.07% | 241 |
|
|
2019
Q4 | $204K | Hold |
674
| – | – | 0.05% | 293 |
|
|
2019
Q3 | $162K | Sell |
674
-140
| -17% | -$38.4K | 0.05% | 305 |
|
|
2019
Q2 | $246K | Buy |
814
+240
| +42% | +$65.6K | 0.07% | 241 |
|
|
2019
Q1 | $165K | Sell |
574
-21
| -4% | -$6.07K | 0.06% | 243 |
|
|
2018
Q4 | $156K | Sell |
595
-248
| -29% | -$68.2K | 0.07% | 229 |
|
|
2018
Q3 | $231K | Hold |
843
| – | – | 0.11% | 192 |
|
|
2018
Q2 | $201K | Buy |
+843
| New | +$195K | 0.1% | 198 |
|
Other funds holding ELV
Capital Investment Advisory Services's ELV Position: Q2 2026 in Review
Capital Investment Advisory Services reduced its Elevance Health (ELV) stake by 4.3% in Q2 2026, selling an estimated $12.6K and leaving 750 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #594.
Capital Investment Advisory Services first reported a position in ELV in Q2 2018 and has held it in 33 quarters since. The position peaked at $676K in Q1 2022. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Capital Investment Advisory Services held 750 shares of Elevance Health worth $290K as of Q2 2026.
- Capital Investment Advisory Services sold 34 Elevance Health shares in Q2 2026, an estimated $12.6K.
- Elevance Health made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #594 holding.
- Capital Investment Advisory Services first reported a position in Elevance Health in Q2 2018 and has held it in 33 quarters since.
- Capital Investment Advisory Services's Elevance Health position peaked at $676K in Q1 2022.
- 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.