Foundations Investment 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 | $809K | Sell |
2,093
-322
| -13% | -$119K | 0.01% | 633 |
|
|
2026
Q1 | $707K | Sell |
2,415
-428
| -15% | -$141K | 0.01% | 617 |
|
|
2025
Q4 | $997K | Buy |
2,843
+159
| +6% | +$53.7K | 0.01% | 514 |
|
|
2025
Q3 | $867K | Sell |
2,684
-815
| -23% | -$253K | 0.01% | 501 |
|
|
2025
Q2 | $1.36M | Sell |
3,499
-608
| -15% | -$245K | 0.02% | 366 |
|
|
2025
Q1 | $1.79M | Sell |
4,107
-1,069
| -21% | -$429K | 0.03% | 306 |
|
|
2024
Q4 | $1.91M | Sell |
5,176
-23,961
| -82% | -$10M | 0.04% | 297 |
|
|
2024
Q3 | $15.2M | Buy |
29,137
+3,893
| +15% | +$2.08M | 0.32% | 74 |
|
|
2024
Q2 | $13.7M | Buy |
25,244
+5,588
| +28% | +$2.95M | 0.33% | 69 |
|
|
2024
Q1 | $10.2M | Buy |
19,656
+3,380
| +21% | +$1.68M | 0.27% | 75 |
|
|
2023
Q4 | $8.06M | Buy |
16,276
+5,166
| +46% | +$2.39M | 0.22% | 91 |
|
|
2023
Q3 | $4.84M | Buy |
11,110
+4,072
| +58% | +$1.85M | 0.15% | 114 |
|
|
2023
Q2 | $3.13M | Buy |
7,038
+3,049
| +76% | +$1.41M | 0.1% | 141 |
|
|
2023
Q1 | $1.83M | Buy |
3,989
+1,116
| +39% | +$531K | 0.07% | 181 |
|
|
2022
Q4 | $1.47M | Sell |
2,873
-2,296
| -44% | -$1.17M | 0.06% | 164 |
|
|
2022
Q3 | $2.35M | Sell |
5,169
-1,580
| -23% | -$756K | 0.1% | 87 |
|
|
2022
Q2 | $3.27M | Sell |
6,749
-369
| -5% | -$183K | 0.14% | 74 |
|
|
2022
Q1 | $3.68M | Buy |
7,118
+352
| +5% | +$161K | 0.14% | 58 |
|
|
2021
Q4 | $3.06M | Buy |
6,766
+793
| +13% | +$334K | 0.12% | 71 |
|
|
2021
Q3 | $2.23M | Buy |
5,973
+608
| +11% | +$231K | 0.1% | 79 |
|
|
2021
Q2 | $2.08M | Buy |
5,365
+1,126
| +27% | +$430K | 0.1% | 74 |
|
|
2021
Q1 | $1.49M | Buy |
4,239
+719
| +20% | +$231K | 0.09% | 74 |
|
|
2020
Q4 | $1.19M | Buy |
3,520
+310
| +10% | +$95.1K | 0.08% | 70 |
|
|
2020
Q3 | $883K | Buy |
3,210
+332
| +12% | +$89.3K | 0.19% | 80 |
|
|
2020
Q2 | $768K | Buy |
2,878
+477
| +20% | +$127K | 0.07% | 89 |
|
|
2020
Q1 | $514K | Buy |
2,401
+273
| +13% | +$74.4K | 0.06% | 69 |
|
|
2019
Q4 | $639K | Sell |
2,128
-159
| -7% | -$43.8K | 0.08% | 82 |
|
|
2019
Q3 | $545K | Buy |
2,287
+425
| +23% | +$116K | 0.07% | 86 |
|
|
2019
Q2 | $527K | Buy |
1,862
+1,052
| +130% | +$287K | 0.08% | 81 |
|
|
2019
Q1 | $232K | Buy |
810
+50
| +7% | +$14.5K | 0.04% | 87 |
|
|
2018
Q4 | $231K | Sell |
760
-46
| -6% | -$12.6K | 0.05% | 90 |
|
|
2018
Q3 | $221K | Buy |
+806
| New | +$209K | 0.05% | 93 |
|
Other funds holding ELV
Foundations Investment Advisors's ELV Position: Q2 2026 in Review
Foundations Investment Advisors reduced its Elevance Health (ELV) stake by 13% in Q2 2026, selling an estimated $119K and leaving 2,093 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #633.
Foundations Investment Advisors first reported a position in ELV in Q3 2018 and has held it in 32 quarters since. The position peaked at $15.2M in Q3 2024. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Foundations Investment Advisors held 2,093 shares of Elevance Health worth $809K as of Q2 2026.
- Foundations Investment Advisors sold 322 Elevance Health shares in Q2 2026, an estimated $119K.
- Elevance Health made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #633 holding.
- Foundations Investment Advisors first reported a position in Elevance Health in Q3 2018 and has held it in 32 quarters since.
- Foundations Investment Advisors's Elevance Health position peaked at $15.2M in Q3 2024.
- 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.