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Checchi Capital Advisers’s Elevance Health ELV Stock Holding History

Checchi Capital Advisers’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 		$831K Sell
2,149
-45
-2% -$16.7K 0.04% 260
2026
Q1 		$642K Buy
2,194
+222
+11% +$73K 0.03% 299
2025
Q4 		$691K Sell
1,972
-150
-7% -$50.7K 0.04% 261
2025
Q3 		$686K Sell
2,122
-809
-28% -$252K 0.04% 270
2025
Q2 		$1.14M Buy
2,931
+194
+7% +$78K 0.06% 197
2025
Q1 		$1.19M Buy
2,737
+27
+1% +$10.8K 0.06% 190
2024
Q4 		$1,000K Buy
2,710
+119
+5% +$49.8K 0.06% 199
2024
Q3 		$1.35M Sell
2,591
-41
-2% -$21.9K 0.08% 161
2024
Q2 		$1.43M Buy
2,632
+9
+0.3% +$4.76K 0.07% 151
2024
Q1 		$1.36M Buy
2,623
+34
+1% +$16.9K 0.11% 153
2023
Q4 		$1.22M Buy
2,589
+85
+3% +$39.3K 0.1% 164
2023
Q3 		$1.09M Sell
2,504
-131
-5% -$59.4K 0.1% 161
2023
Q2 		$1.17M Sell
2,635
-118
-4% -$54.4K 0.1% 155
2023
Q1 		$1.27M Buy
2,753
+97
+4% +$46.2K 0.12% 145
2022
Q4 		$1.36M Sell
2,656
-78
-3% -$39.6K 0.14% 126
2022
Q3 		$1.24M Buy
2,734
+7
+0.3% +$3.35K 0.12% 131
2022
Q2 		$1.3M Buy
2,727
+139
+5% +$68.8K 0.11% 139
2022
Q1 		$1.27M Buy
2,588
+133
+5% +$60.8K 0.11% 134
2021
Q4 		$1.14M Buy
2,455
+33
+1% +$13.9K 0.1% 138
2021
Q3 		$903K Buy
2,422
+78
+3% +$29.6K 0.09% 155
2021
Q2 		$895K Buy
2,344
+44
+2% +$16.8K 0.09% 162
2021
Q1 		$826K Sell
2,300
-156
-6% -$50.2K 0.08% 158
2020
Q4 		$789K Sell
2,456
-143
-6% -$43.9K 0.08% 161
2020
Q3 		$698K Buy
2,599
+5
+0.2% +$1.34K 0.08% 157
2020
Q2 		$682K Buy
2,594
+291
+13% +$77.6K 0.08% 158
2020
Q1 		$523K Sell
2,303
-204
-8% -$55.6K 0.05% 162
2019
Q4 		$757K Sell
2,507
-6
-0.2% -$1.65K 0.1% 136
2019
Q3 		$603K Sell
2,513
-165
-6% -$45.2K 0.08% 165
2019
Q2 		$756K Buy
2,678
+332
+14% +$90.7K 0.1% 134
2019
Q1 		$673K Sell
2,346
-251
-10% -$72.6K 0.08% 143
2018
Q4 		$682K Sell
2,597
-225
-8% -$61.9K 0.09% 134
2018
Q3 		$773K Buy
2,822
+174
+7% +$45.2K 0.09% 147
2018
Q2 		$630K Buy
2,648
+18
+0.7% +$4.17K 0.08% 158
2018
Q1 		$578K Sell
2,630
-44
-2% -$10.3K 0.08% 163
2017
Q4 		$602K Buy
2,674
+32
+1% +$6.82K 0.08% 169
2017
Q3 		$502K Sell
2,642
-110
-4% -$20.9K 0.05% 179
2017
Q2 		$518K Sell
2,752
-74
-3% -$13.3K 0.06% 169
2017
Q1 		$467K Sell
2,826
-77
-3% -$12.2K 0.05% 186
2016
Q4 		$417K Buy
2,903
+377
+15% +$50.5K 0.06% 199
2016
Q3 		$317K Sell
2,526
-815
-24% -$105K 0.04% 243
2016
Q2 		$439K Sell
3,341
-165
-5% -$22.6K 0.05% 173
2016
Q1 		$487K Buy
3,506
+337
+11% +$45K 0.11% 158
2015
Q4 		$442K Buy
3,169
+85
+3% +$11.7K 0.11% 167
2015
Q3 		$432K Buy
3,084
+74
+2% +$11.1K 0.12% 151
2015
Q2 		$494K Buy
3,010
+94
+3% +$15K 0.13% 147
2015
Q1 		$450K Buy
2,916
+35
+1% +$4.98K 0.13% 148
2014
Q4 		$362K Buy
2,881
+383
+15% +$47.3K 0.14% 164
2014
Q3 		$299K Buy
2,498
+352
+16% +$40.4K 0.12% 173
2014
Q2 		$231K Buy
+2,146
New +$221K 0.11% 201

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Checchi Capital Advisers's ELV Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Elevance Health (ELV) stake by 2.1% in Q2 2026, selling an estimated $16.7K and leaving 2,149 shares worth $831K. The position accounts for 0.04% of the portfolio, ranked #260.

Checchi Capital Advisers first reported a position in ELV in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.43M in Q2 2024. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Checchi Capital Advisers held 2,149 shares of Elevance Health worth $831K as of Q2 2026.
  • Checchi Capital Advisers sold 45 Elevance Health shares in Q2 2026, an estimated $16.7K.
  • Elevance Health made up 0.04% of Checchi Capital Advisers's portfolio in Q2 2026, its #260 holding.
  • Checchi Capital Advisers first reported a position in Elevance Health in Q2 2014 and has held it in 49 quarters since.
  • Checchi Capital Advisers's Elevance Health position peaked at $1.43M in Q2 2024.
  • 917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.