FFA
ELV icon

Farther Finance Advisors’s Elevance Health ELV Stock Holding History

Farther Finance Advisors’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 		$4.6M Buy
11,826
+2,518
+27% +$1M 0.03% 460
2026
Q2 		$3.6M Sell
9,308
-1,025
-10% -$380K 0.03% 509
2026
Q1 		$3.08M Buy
10,333
+1,726
+20% +$567K 0.03% 490
2025
Q4 		$3.02M Buy
8,607
+4,517
+110% +$1.53M 0.03% 450
2025
Q3 		$1.32M Buy
4,090
+1,414
+53% +$440K 0.02% 604
2025
Q2 		$1.04M Sell
2,676
-134
-5% -$53.9K 0.02% 575
2025
Q1 		$1.22M Buy
2,810
+653
+30% +$262K 0.03% 437
2024
Q4 		$796K Buy
2,157
+634
+42% +$265K 0.03% 441
2024
Q3 		$792K Buy
1,523
+317
+26% +$169K 0.03% 420
2024
Q2 		$645K Buy
1,206
+160
+15% +$84.6K 0.03% 397
2024
Q1 		$540K Buy
1,046
+102
+11% +$50.7K 0.03% 379
2023
Q4 		$445K Buy
944
+321
+52% +$148K 0.03% 374
2023
Q3 		$271K Buy
623
+262
+73% +$119K 0.04% 313
2023
Q2 		$160K Sell
361
-10
-3% -$4.61K 0.04% 348
2023
Q1 		$171K Buy
371
+29
+8% +$13.8K 0.05% 284
2022
Q4 		$175K Buy
+342
New +$174K 0.07% 243

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
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
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Farther Finance Advisors's ELV Position: Q3 2026 in Review

Farther Finance Advisors increased its Elevance Health (ELV) stake by 27% in Q3 2026, buying an estimated $1M and bringing the position to 11,826 shares worth $4.6M. The position accounts for 0.03% of the portfolio, ranked #460.

Farther Finance Advisors first reported a position in ELV in Q4 2022 and has held it in 16 quarters since. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Farther Finance Advisors held 11,826 shares of Elevance Health worth $4.6M as of Q3 2026.
  • Farther Finance Advisors bought 2,518 Elevance Health shares in Q3 2026, an estimated $1M.
  • Elevance Health made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #460 holding.
  • Farther Finance Advisors first reported a position in Elevance Health in Q4 2022 and has held it in 16 quarters since.
  • 64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.