Fiduciary Alliance
ELV icon

Fiduciary Alliance’s Elevance Health ELV Stock Holding History

Fiduciary Alliance’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 		$1.26M Sell
3,248
-79
-2% -$31.5K 0.1% 203
2026
Q2 		$1.29M Sell
3,327
-316
-9% -$117K 0.09% 233
2026
Q1 		$1.13M Sell
3,643
-163
-4% -$53.6K 0.07% 249
2025
Q4 		$1.33M Sell
3,806
-148
-4% -$50K 0.09% 210
2025
Q3 		$1.28M Sell
3,954
-686
-15% -$213K 0.09% 206
2025
Q2 		$1.8M Buy
4,640
+2
+0% +$804 0.13% 150
2025
Q1 		$2.02M Sell
4,638
-318
-6% -$128K 0.2% 111
2024
Q4 		$1.83M Buy
4,956
+4,338
+702% +$1.82M 0.18% 115
2024
Q3 		$321K Buy
618
+5
+0.8% +$2.67K 0.04% 199
2024
Q2 		$329K Buy
613
+2
+0.3% +$1.06K 0.05% 156
2024
Q1 		$315K Buy
611
+21
+4% +$10.4K 0.06% 152
2023
Q4 		$278K Sell
590
-48
-8% -$22.2K 0.05% 152
2023
Q3 		$278K Sell
638
-31
-5% -$14.1K 0.06% 142
2023
Q2 		$297K Buy
669
+132
+25% +$60.9K 0.06% 129
2023
Q1 		$247K Hold
537
– – 0.06% 123
2022
Q4 		$275K Buy
+537
New +$273K 0.07% 119

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fiduciary Alliance's ELV Position: Q3 2026 in Review

Fiduciary Alliance reduced its Elevance Health (ELV) stake by 2.4% in Q3 2026, selling an estimated $31.5K and leaving 3,248 shares worth $1.26M. The position accounts for 0.1% of the portfolio, ranked #203.

Fiduciary Alliance first reported a position in ELV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.02M in Q1 2025. 1,031 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Fiduciary Alliance held 3,248 shares of Elevance Health worth $1.26M as of Q3 2026.
  • Fiduciary Alliance sold 79 Elevance Health shares in Q3 2026, an estimated $31.5K.
  • Elevance Health made up 0.1% of Fiduciary Alliance's portfolio in Q3 2026, its #203 holding.
  • Fiduciary Alliance first reported a position in Elevance Health in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's Elevance Health position peaked at $2.02M in Q1 2025.
  • 1,031 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.