GI
ELV icon

GAMMA Investing’s Elevance Health ELV Stock Holding History

GAMMA Investing’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 		$1.97M Buy
5,075
+279
+6% +$111K 0.07% 226
2026
Q2 		$1.85M Buy
4,796
+1,808
+61% +$671K 0.07% 233
2026
Q1 		$875K Sell
2,988
-976
-25% -$321K 0.04% 379
2025
Q4 		$1.39M Buy
3,964
+1,304
+49% +$441K 0.07% 227
2025
Q3 		$859K Sell
2,660
-285
-10% -$88.6K 0.05% 337
2025
Q2 		$1.15M Sell
2,945
-445
-13% -$179K 0.07% 242
2025
Q1 		$1.47M Buy
3,390
+1,588
+88% +$637K 0.11% 166
2024
Q4 		$665K Sell
1,802
-1,296
-42% -$542K 0.06% 295
2024
Q3 		$1.61M Buy
3,098
+502
+19% +$268K 0.16% 114
2024
Q2 		$1.41M Buy
2,596
+673
+35% +$356K 0.19% 91
2024
Q1 		$997K Buy
1,923
+369
+24% +$184K 0.2% 82
2023
Q4 		$767K Buy
+1,554
New +$719K 0.21% 76

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

GAMMA Investing's ELV Position: Q3 2026 in Review

GAMMA Investing increased its Elevance Health (ELV) stake by 5.8% in Q3 2026, buying an estimated $111K and bringing the position to 5,075 shares worth $1.97M. The position accounts for 0.07% of the portfolio, ranked #226.

GAMMA Investing first reported a position in ELV in Q4 2023 and has held it in 12 quarters since. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • GAMMA Investing held 5,075 shares of Elevance Health worth $1.97M as of Q3 2026.
  • GAMMA Investing bought 279 Elevance Health shares in Q3 2026, an estimated $111K.
  • Elevance Health made up 0.07% of GAMMA Investing's portfolio in Q3 2026, its #226 holding.
  • GAMMA Investing first reported a position in Elevance Health in Q4 2023 and has held it in 12 quarters since.
  • 64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.