Cetera Investment Advisers’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
$41.3M Buy
106,790
+9,776
+10% +$3.63M 0.04% 465
2026
Q1
$28.4M Buy
97,014
+16,058
+20% +$5.28M 0.03% 556
2025
Q4
$28.4M Buy
80,956
+2,751
+4% +$930K 0.03% 517
2025
Q3
$25.3M Buy
78,205
+14,771
+23% +$4.59M 0.03% 544
2025
Q2
$24.7M Buy
63,434
+3,438
+6% +$1.38M 0.04% 444
2025
Q1
$26.1M Buy
59,996
+9,855
+20% +$3.96M 0.05% 380
2024
Q4
$18.5M Sell
50,141
-4,053
-7% -$1.7M 0.04% 458
2024
Q3
$28.2M Buy
54,194
+3,110
+6% +$1.66M 0.06% 315
2024
Q2
$27.7M Sell
51,084
-8,904
-15% -$4.71M 0.06% 306
2024
Q1
$31.1M Buy
59,988
+49,883
+494% +$24.8M 0.07% 271
2023
Q4
$4.76M Sell
10,105
-2,455
-20% -$1.14M 0.04% 451
2023
Q3
$5.47M Buy
12,560
+1,073
+9% +$487K 0.05% 387
2023
Q2
$5.1M Buy
11,487
+527
+5% +$243K 0.04% 406
2023
Q1
$5.04M Buy
10,960
+1,800
+20% +$857K 0.04% 394
2022
Q4
$4.7M Sell
9,160
-222
-2% -$113K 0.04% 404
2022
Q3
$4K Buy
9,382
+2,316
+33% +$1.11M ﹤0.01% 1679
2022
Q2
$3.41M Buy
7,066
+277
+4% +$137K 0.05% 347
2022
Q1
$3.33M Sell
6,789
-352
-5% -$161K 0.05% 391
2021
Q4
$3.31M Buy
7,141
+879
+14% +$370K 0.05% 396
2021
Q3
$2.33M Buy
6,262
+261
+4% +$99.2K 0.04% 469
2021
Q2
$2.29M Buy
6,001
+304
+5% +$116K 0.04% 467
2021
Q1
$2.04M Sell
5,697
-423
-7% -$136K 0.04% 416
2020
Q4
$1.97M Buy
6,120
+4,830
+374% +$1.48M 0.04% 434
2020
Q3
$346K Sell
1,290
-30
-2% -$8.07K 0.03% 466
2020
Q2
$347K Buy
+1,320
New +$352K 0.03% 439
2020
Q1
Sell
-841
Closed -$255K 570
2019
Q4
$255K Buy
+841
New +$231K 0.03% 484
2019
Q3
Sell
-788
Closed -$223K 546
2019
Q2
$223K Sell
788
-210
-21% -$57.4K 0.03% 462
2019
Q1
$287K Sell
998
-149
-13% -$43.1K 0.04% 380
2018
Q4
$299K Buy
1,147
+392
+52% +$108K 0.05% 337
2018
Q3
$207K Buy
+755
New +$196K 0.03% 454
2016
Q4
Sell
-2,457
Closed -$308K 331
2016
Q3
$308K Buy
+2,457
New +$317K 0.13% 188

Other funds holding ELV

Cetera Investment Advisers's ELV Position: Q2 2026 in Review

Cetera Investment Advisers increased its Elevance Health (ELV) stake by 10% in Q2 2026, buying an estimated $3.63M and bringing the position to 106,790 shares worth $41.3M. The position accounts for 0.04% of the portfolio, ranked #465.

Cetera Investment Advisers first reported a position in ELV in Q3 2016 and has held it in 31 quarters since. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Cetera Investment Advisers held 106,790 shares of Elevance Health worth $41.3M as of Q2 2026.
  • Cetera Investment Advisers bought 9,776 Elevance Health shares in Q2 2026, an estimated $3.63M.
  • Elevance Health made up 0.04% of Cetera Investment Advisers's portfolio in Q2 2026, its #465 holding.
  • Cetera Investment Advisers first reported a position in Elevance Health in Q3 2016 and has held it in 31 quarters since.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.