HF Advisory Group’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
Q3
$2.3M Sell
5,923
-858
-13% -$342K 0.69% 55
2026
Q2
$2.62M Sell
6,781
-306
-4% -$113K 0.81% 49
2026
Q1
$2.07M Buy
7,087
+320
+5% +$105K 0.71% 49
2025
Q4
$2.37M Sell
6,767
-1,283
-16% -$434K 0.83% 43
2025
Q3
$2.6M Buy
8,050
+2,666
+50% +$829K 0.96% 37
2025
Q2
$2.09M Sell
5,384
-441
-8% -$177K 0.83% 43
2025
Q1
$2.53M Buy
5,825
+755
+15% +$303K 1.11% 26
2024
Q4
$1.87M Buy
5,070
+1,339
+36% +$560K 0.86% 40
2024
Q3
$1.94M Buy
3,731
+415
+13% +$222K 0.9% 38
2024
Q2
$1.8M Buy
3,316
+333
+11% +$176K 0.93% 36
2024
Q1
$1.55M Buy
2,983
+21
+0.7% +$10.4K 0.87% 42
2023
Q4
$1.4M Buy
2,962
+665
+29% +$308K 0.89% 37
2023
Q3
$1.02M Buy
2,297
+440
+24% +$200K 0.76% 50
2023
Q2
$825K Buy
1,857
+21
+1% +$9.7K 0.65% 59
2023
Q1
$844K Buy
1,836
+225
+14% +$107K 0.75% 48
2022
Q4
$826K Buy
+1,611
New +$818K 0.84% 39

Other funds holding ELV

HF Advisory Group's ELV Position: Q3 2026 in Review

HF Advisory Group reduced its Elevance Health (ELV) stake by 13% in Q3 2026, selling an estimated $342K and leaving 5,923 shares worth $2.3M. The position accounts for 0.69% of the portfolio, ranked #55.

HF Advisory Group first reported a position in ELV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.62M in Q2 2026. 399 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • HF Advisory Group held 5,923 shares of Elevance Health worth $2.3M as of Q3 2026.
  • HF Advisory Group sold 858 Elevance Health shares in Q3 2026, an estimated $342K.
  • Elevance Health made up 0.69% of HF Advisory Group's portfolio in Q3 2026, its #55 holding.
  • HF Advisory Group first reported a position in Elevance Health in Q4 2022 and has held it in 16 quarters since.
  • HF Advisory Group's Elevance Health position peaked at $2.62M in Q2 2026.
  • 399 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.