Clearstead Advisors’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
Q1 | $2.23M | Sell |
7,613
-236
| -3% | -$77.6K | 0.02% | 341 |
|
|
2025
Q4 | $2.75M | Buy |
7,849
+96
| +1% | +$32.4K | 0.03% | 280 |
|
|
2025
Q3 | $2.51M | Sell |
7,753
-178
| -2% | -$55.4K | 0.03% | 284 |
|
|
2025
Q2 | $3.08M | Sell |
7,931
-473
| -6% | -$190K | 0.04% | 254 |
|
|
2025
Q1 | $3.66M | Sell |
8,404
-371
| -4% | -$149K | 0.06% | 216 |
|
|
2024
Q4 | $3.24M | Buy |
8,775
+12
| +0.1% | +$5.02K | 0.05% | 231 |
|
|
2024
Q3 | $4.56M | Sell |
8,763
-95
| -1% | -$50.8K | 0.07% | 198 |
|
|
2024
Q2 | $4.8M | Buy |
8,858
+7,167
| +424% | +$3.79M | 0.08% | 180 |
|
|
2024
Q1 | $911K | Buy |
1,691
+4
| +0.2% | +$1.99K | 0.05% | 239 |
|
|
2023
Q4 | $796K | Sell |
1,687
-3,345
| -66% | -$1.55M | 0.04% | 252 |
|
|
2023
Q3 | $2.19M | Buy |
5,032
+2,538
| +102% | +$1.15M | 0.06% | 200 |
|
|
2023
Q2 | $1.11M | Buy |
2,494
+61
| +3% | +$28.1K | 0.07% | 194 |
|
|
2023
Q1 | $1.12M | Buy |
2,433
+60
| +3% | +$28.6K | 0.08% | 172 |
|
|
2022
Q4 | $1.22M | Buy |
2,373
+2
| +0.1% | +$1.01K | 0.1% | 161 |
|
|
2022
Q3 | $1.08M | Buy |
2,371
+52
| +2% | +$24.9K | 0.1% | 152 |
|
|
2022
Q2 | $1.12M | Buy |
2,319
+90
| +4% | +$44.5K | 0.09% | 164 |
|
|
2022
Q1 | $1.09M | Buy |
2,229
+2
| +0.1% | +$914 | 0.07% | 173 |
|
|
2021
Q4 | $1.03M | Buy |
2,227
+56
| +3% | +$23.6K | 0.07% | 179 |
|
|
2021
Q3 | $809K | Buy |
2,171
+132
| +6% | +$50.2K | 0.06% | 193 |
|
|
2021
Q2 | $778K | Buy |
2,039
+18
| +0.9% | +$6.88K | 0.06% | 189 |
|
|
2021
Q1 | $726K | Buy |
2,021
+191
| +10% | +$61.4K | 0.06% | 186 |
|
|
2020
Q4 | $588K | Buy |
1,830
+152
| +9% | +$46.6K | 0.05% | 192 |
|
|
2020
Q3 | $451K | Sell |
1,678
-2
| -0.1% | -$538 | 0.05% | 186 |
|
|
2020
Q2 | $442K | Sell |
1,680
-18
| -1% | -$4.8K | 0.05% | 190 |
|
|
2020
Q1 | $386K | Buy |
1,698
+29
| +2% | +$7.9K | 0.06% | 174 |
|
|
2019
Q4 | $504K | Sell |
1,669
-4
| -0.2% | -$1.1K | 0.06% | 177 |
|
|
2019
Q3 | $402K | Buy |
1,673
+43
| +3% | +$11.8K | 0.05% | 187 |
|
|
2019
Q2 | $460K | Buy |
1,630
+2
| +0.1% | +$546 | 0.06% | 178 |
|
|
2019
Q1 | $467K | Buy |
1,628
+262
| +19% | +$75.8K | 0.06% | 174 |
|
|
2018
Q4 | $359K | Buy |
1,366
+49
| +4% | +$13.5K | 0.06% | 189 |
|
|
2018
Q3 | $361K | Buy |
1,317
+2
| +0.2% | +$519 | 0.05% | 181 |
|
|
2018
Q2 | $313K | Buy |
1,315
+2
| +0.2% | +$463 | 0.04% | 188 |
|
|
2018
Q1 | $288K | Buy |
1,313
+2
| +0.2% | +$470 | 0.04% | 190 |
|
|
2017
Q4 | $295K | Sell |
1,311
-118
| -8% | -$25.1K | 0.04% | 180 |
|
|
2017
Q3 | $271K | Sell |
1,429
-15
| -1% | -$2.85K | 0.04% | 207 |
|
|
2017
Q2 | $272K | Buy |
1,444
+21
| +1% | +$3.77K | 0.04% | 198 |
|
|
2017
Q1 | $235K | Buy |
+1,423
| New | +$226K | 0.03% | 200 |
|
Other funds holding ELV
VCM
VPM
Clearstead Advisors's ELV Position: Q1 2026 in Review
Clearstead Advisors reduced its Elevance Health (ELV) stake by 3% in Q1 2026, selling an estimated $77.6K and leaving 7,613 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #341.
Clearstead Advisors first reported a position in ELV in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.8M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Clearstead Advisors held 7,613 shares of Elevance Health worth $2.23M as of Q1 2026.
- Clearstead Advisors sold 236 Elevance Health shares in Q1 2026, an estimated $77.6K.
- Elevance Health made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #341 holding.
- Clearstead Advisors first reported a position in Elevance Health in Q1 2017 and has held it in 37 quarters since.
- Clearstead Advisors's Elevance Health position peaked at $4.8M in Q2 2024.
- 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.