Frank Rimerman 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
$1.16M Buy
2,997
+206
+7% +$76.4K 0.07% 218
2026
Q1
$817K Hold
2,791
0.05% 277
2025
Q4
$978K Hold
2,791
0.06% 239
2025
Q3
$902K Sell
2,791
-809
-22% -$252K 0.06% 237
2025
Q2
$1.4M Sell
3,600
-41
-1% -$16.5K 0.09% 162
2025
Q1
$1.58M Buy
3,641
+643
+21% +$258K 0.13% 132
2024
Q4
$1.11M Sell
2,998
-796
-21% -$333K 0.08% 185
2024
Q3
$1.97M Sell
3,794
-125
-3% -$66.8K 0.14% 118
2024
Q2
$2.12M Buy
3,919
+3,908
+35,527% +$2.07M 0.15% 114
2024
Q1
$5.7K Hold
11
﹤0.01% 201
2023
Q4
$5.19K Buy
+11
New +$5.09K ﹤0.01% 196

Other funds holding ELV

Frank Rimerman Advisors's ELV Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Elevance Health (ELV) stake by 7.4% in Q2 2026, buying an estimated $76.4K and bringing the position to 2,997 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #218.

Frank Rimerman Advisors first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.12M in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Frank Rimerman Advisors held 2,997 shares of Elevance Health worth $1.16M as of Q2 2026.
  • Frank Rimerman Advisors bought 206 Elevance Health shares in Q2 2026, an estimated $76.4K.
  • Elevance Health made up 0.07% of Frank Rimerman Advisors's portfolio in Q2 2026, its #218 holding.
  • Frank Rimerman Advisors first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • Frank Rimerman Advisors's Elevance Health position peaked at $2.12M in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.