HBK Sorce Advisory’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 | $308K | Buy |
788
+74
| +10% | +$27.4K | 0.01% | 502 |
|
|
2026
Q1 | $270K | Sell |
714
-80
| -10% | -$26.3K | 0.01% | 516 |
|
|
2025
Q4 | $269K | Buy |
794
+51
| +7% | +$17.2K | 0.01% | 504 |
|
|
2025
Q3 | $260K | Buy |
743
+31
| +4% | +$9.64K | 0.01% | 509 |
|
|
2025
Q2 | $277K | Buy |
712
+17
| +2% | +$6.84K | 0.01% | 481 |
|
|
2025
Q1 | $302K | Sell |
695
-3
| -0.4% | -$1.2K | 0.01% | 448 |
|
|
2024
Q4 | $257K | Sell |
698
-57
| -8% | -$23.9K | 0.01% | 490 |
|
|
2024
Q3 | $393K | Buy |
755
+21
| +3% | +$11.2K | 0.01% | 399 |
|
|
2024
Q2 | $398K | Buy |
734
+18
| +3% | +$9.51K | 0.01% | 374 |
|
|
2024
Q1 | $371K | Sell |
716
-55
| -7% | -$27.4K | 0.01% | 406 |
|
|
2023
Q4 | $364K | Buy |
771
+14
| +2% | +$6.47K | 0.01% | 378 |
|
|
2023
Q3 | $330K | Buy |
757
+4
| +0.5% | +$1.81K | 0.01% | 389 |
|
|
2023
Q2 | $335K | Sell |
753
-7
| -0.9% | -$3.23K | 0.01% | 414 |
|
|
2023
Q1 | $349K | Buy |
+760
| New | +$362K | 0.02% | 401 |
|
|
2022
Q3 | – | Sell |
-1,071
| Closed | -$517K | – | 615 |
|
|
2022
Q2 | $517K | Buy |
1,071
+89
| +9% | +$44K | 0.04% | 233 |
|
|
2022
Q1 | $482K | Sell |
982
-88
| -8% | -$40.2K | 0.03% | 312 |
|
|
2021
Q4 | $496K | Hold |
1,070
| – | – | 0.03% | 334 |
|
|
2021
Q3 | $399K | Sell |
1,070
-13
| -1% | -$4.94K | 0.02% | 365 |
|
|
2021
Q2 | $413K | Sell |
1,083
-10
| -0.9% | -$3.82K | 0.02% | 357 |
|
|
2021
Q1 | $392K | Buy |
1,093
+122
| +13% | +$39.2K | 0.02% | 340 |
|
|
2020
Q4 | $312K | Buy |
971
+17
| +2% | +$5.22K | 0.02% | 367 |
|
|
2020
Q3 | $256K | Sell |
954
-38
| -4% | -$10.2K | 0.02% | 376 |
|
|
2020
Q2 | $261K | Hold |
992
| – | – | 0.02% | 358 |
|
|
2020
Q1 | $225K | Sell |
992
-12
| -1% | -$3.27K | 0.02% | 341 |
|
|
2019
Q4 | $303K | Hold |
1,004
| – | – | 0.03% | 344 |
|
|
2019
Q3 | $241K | Sell |
1,004
-562
| -36% | -$154K | 0.02% | 363 |
|
|
2019
Q2 | $442K | Buy |
1,566
+13
| +0.8% | +$3.55K | 0.04% | 262 |
|
|
2019
Q1 | $446K | Buy |
1,553
+183
| +13% | +$52.9K | 0.04% | 264 |
|
|
2018
Q4 | $360K | Sell |
1,370
-64
| -4% | -$17.6K | 0.04% | 269 |
|
|
2018
Q3 | $393K | Hold |
1,434
| – | – | 0.04% | 255 |
|
|
2018
Q2 | $341K | Buy |
1,434
+188
| +15% | +$43.5K | 0.04% | 286 |
|
|
2018
Q1 | $274K | Sell |
1,246
-32
| -3% | -$7.52K | 0.03% | 299 |
|
|
2017
Q4 | $288K | Buy |
1,278
+76
| +6% | +$16.2K | 0.03% | 314 |
|
|
2017
Q3 | $228K | Buy |
+1,202
| New | +$229K | 0.03% | 283 |
|
Other funds holding ELV
AACR
HBK Sorce Advisory's ELV Position: Q2 2026 in Review
HBK Sorce Advisory increased its Elevance Health (ELV) stake by 10% in Q2 2026, buying an estimated $27.4K and bringing the position to 788 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #502.
HBK Sorce Advisory first reported a position in ELV in Q3 2017 and has held it in 34 quarters since. The position peaked at $517K in Q2 2022. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- HBK Sorce Advisory held 788 shares of Elevance Health worth $308K as of Q2 2026.
- HBK Sorce Advisory bought 74 Elevance Health shares in Q2 2026, an estimated $27.4K.
- Elevance Health made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #502 holding.
- HBK Sorce Advisory first reported a position in Elevance Health in Q3 2017 and has held it in 34 quarters since.
- HBK Sorce Advisory's Elevance Health position peaked at $517K in Q2 2022.
- 917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.