Diversify 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
$831K Buy
2,198
+434
+25% +$161K 0.01% 698
2026
Q1
$664K Sell
1,764
-572
-24% -$188K 0.1% 98
2025
Q4
$876K Buy
+2,336
New +$789K 0.03% 431
2025
Q2
Sell
-669
Closed -$277K 836
2025
Q1
$277K Sell
669
-124
-16% -$49.8K 0.02% 519
2024
Q4
$302K Buy
793
+92
+13% +$38.5K 0.02% 483
2024
Q3
$294K Buy
701
+41
+6% +$21.9K 0.02% 501
2024
Q2
$349K Buy
660
+7
+1% +$3.7K 0.02% 465
2024
Q1
$337K Buy
+653
New +$325K 0.02% 510

Other funds holding ELV

Diversify Advisory Services's ELV Position: Q2 2026 in Review

Diversify Advisory Services increased its Elevance Health (ELV) stake by 25% in Q2 2026, buying an estimated $161K and bringing the position to 2,198 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #698.

Diversify Advisory Services first reported a position in ELV in Q1 2024 and has held it in 8 quarters since. The position peaked at $876K in Q4 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Diversify Advisory Services held 2,198 shares of Elevance Health worth $831K as of Q2 2026.
  • Diversify Advisory Services bought 434 Elevance Health shares in Q2 2026, an estimated $161K.
  • Elevance Health made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #698 holding.
  • Diversify Advisory Services first reported a position in Elevance Health in Q1 2024 and has held it in 8 quarters since.
  • Diversify Advisory Services's Elevance Health position peaked at $876K in Q4 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.