Coastal Bridge 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
Q2
$1.71M Buy
4,434
+1
+0% +$371 0.11% 182
2026
Q1
$1.3M Buy
4,433
+140
+3% +$46K 0.09% 197
2025
Q4
$1.5M Sell
4,293
-37
-0.9% -$12.5K 0.11% 178
2025
Q3
$1.4M Sell
4,330
-434
-9% -$135K 0.11% 181
2025
Q2
$1.85M Sell
4,764
-29
-0.6% -$11.7K 0.15% 145
2025
Q1
$2.08M Buy
+4,793
New +$1.92M 0.19% 121

Other funds holding ELV

Coastal Bridge Advisors's ELV Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Elevance Health (ELV) stake by 0.02% in Q2 2026, buying an estimated $371 and bringing the position to 4,434 shares worth $1.71M. The position accounts for 0.11% of the portfolio, ranked #182.

Coastal Bridge Advisors first reported a position in ELV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.08M in Q1 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Coastal Bridge Advisors held 4,434 shares of Elevance Health worth $1.71M as of Q2 2026.
  • Coastal Bridge Advisors bought 1 Elevance Health share in Q2 2026, an estimated $371.
  • Elevance Health made up 0.11% of Coastal Bridge Advisors's portfolio in Q2 2026, its #182 holding.
  • Coastal Bridge Advisors first reported a position in Elevance Health in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's Elevance Health position peaked at $2.08M in Q1 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.