EFG
ELV icon

Everhart Financial Group’s Elevance Health ELV Stock Holding History

Everhart Financial Group’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
Q3 		$630K Buy
1,621
+76
+5% +$30.3K 0.04% 248
2026
Q2 		$597K Buy
1,545
+228
+17% +$84.6K 0.04% 246
2026
Q1 		$386K Sell
1,317
-733
-36% -$241K 0.03% 319
2025
Q4 		$719K Buy
2,050
+920
+81% +$311K 0.07% 210
2025
Q3 		$365K Sell
1,130
-143
-11% -$44.5K 0.04% 288
2025
Q2 		$495K Buy
1,273
+82
+7% +$33K 0.06% 222
2025
Q1 		$518K Buy
+1,191
New +$478K 0.07% 201
2024
Q4 		– Sell
-1,384
Closed -$720K – 318
2024
Q3 		$720K Buy
1,384
+94
+7% +$50.2K 0.16% 145
2024
Q2 		$699K Buy
1,290
+171
+15% +$90.4K 0.18% 119
2024
Q1 		$580K Buy
1,119
+171
+18% +$85K 0.17% 126
2023
Q4 		$447K Buy
948
+34
+4% +$15.7K 0.16% 128
2023
Q3 		$398K Sell
914
-27
-3% -$12.2K 0.17% 115
2023
Q2 		$418K Sell
941
-562
-37% -$259K 0.17% 115
2023
Q1 		$691K Buy
1,503
+3
+0.2% +$1.43K 0.31% 67
2022
Q4 		$770K Buy
1,500
+161
+12% +$81.7K 0.39% 54
2022
Q3 		$608K Buy
1,339
+148
+12% +$70.8K 0.34% 58
2022
Q2 		$575K Buy
1,191
+118
+11% +$58.4K 0.35% 63
2022
Q1 		$527K Buy
1,073
+178
+20% +$81.4K 0.3% 70
2021
Q4 		$415K Buy
+895
New +$377K 0.25% 75
2021
Q2 		– Sell
-610
Closed -$219K – 98
2021
Q1 		$219K Buy
+610
New +$196K 0.19% 74

Other funds holding ELV

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Everhart Financial Group's ELV Position: Q3 2026 in Review

Everhart Financial Group increased its Elevance Health (ELV) stake by 4.9% in Q3 2026, buying an estimated $30.3K and bringing the position to 1,621 shares worth $630K. The position accounts for 0.04% of the portfolio, ranked #248.

Everhart Financial Group first reported a position in ELV in Q1 2021 and has held it in 20 quarters since. The position peaked at $770K in Q4 2022. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Everhart Financial Group held 1,621 shares of Elevance Health worth $630K as of Q3 2026.
  • Everhart Financial Group bought 76 Elevance Health shares in Q3 2026, an estimated $30.3K.
  • Elevance Health made up 0.04% of Everhart Financial Group's portfolio in Q3 2026, its #248 holding.
  • Everhart Financial Group first reported a position in Elevance Health in Q1 2021 and has held it in 20 quarters since.
  • Everhart Financial Group's Elevance Health position peaked at $770K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.