HighPoint Advisor 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
Q2 | $316K | Hold |
817
| – | – | 0.01% | 565 |
|
|
2026
Q1 | $239K | Sell |
817
-4,685
| -85% | -$1.54M | 0.01% | 587 |
|
|
2025
Q4 | $1.93M | Buy |
5,502
+961
| +21% | +$325K | 0.04% | 320 |
|
|
2025
Q3 | $1.47M | Buy |
4,541
+909
| +25% | +$283K | 0.07% | 204 |
|
|
2025
Q2 | $1.41M | Buy |
3,632
+278
| +8% | +$112K | 0.08% | 200 |
|
|
2025
Q1 | $1.39M | Buy |
3,354
+162
| +5% | +$65K | 0.08% | 198 |
|
|
2024
Q4 | $1.25M | Sell |
3,192
-277
| -8% | -$116K | 0.07% | 213 |
|
|
2024
Q3 | $1.44M | Buy |
3,469
+26
| +0.8% | +$13.9K | 0.08% | 189 |
|
|
2024
Q2 | $1.85M | Buy |
3,443
+50
| +1% | +$26.4K | 0.11% | 149 |
|
|
2024
Q1 | $1.83M | Buy |
3,393
+255
| +8% | +$127K | 0.13% | 133 |
|
|
2023
Q4 | $1.6M | Buy |
+3,138
| New | +$1.45M | 0.11% | 143 |
|
|
2022
Q2 | $1.72M | Buy |
+3,558
| New | +$1.76M | 0.19% | 100 |
|
|
2021
Q3 | $842K | Sell |
2,258
-123
| -5% | -$46.7K | 0.08% | 206 |
|
|
2021
Q2 | $909K | Buy |
2,381
+270
| +13% | +$103K | 0.09% | 186 |
|
|
2021
Q1 | $762K | Sell |
2,111
-75
| -3% | -$24.1K | 0.09% | 185 |
|
|
2020
Q4 | $653K | Buy |
2,186
+585
| +37% | +$180K | 0.08% | 202 |
|
|
2020
Q3 | $512K | Buy |
1,601
+135
| +9% | +$36.3K | 0.09% | 180 |
|
|
2020
Q2 | $394K | Buy |
1,466
+42
| +3% | +$11.2K | 0.08% | 196 |
|
|
2020
Q1 | $376K | Sell |
1,424
-110
| -7% | -$30K | 0.09% | 185 |
|
|
2019
Q4 | $469K | Buy |
1,534
+166
| +12% | +$45.7K | 0.1% | 187 |
|
|
2019
Q3 | $385K | Buy |
1,368
+409
| +43% | +$112K | 0.09% | 199 |
|
|
2019
Q2 | $289K | Buy |
+959
| New | +$262K | 0.07% | 252 |
|
|
2019
Q1 | – | Sell |
-3,136
| Closed | -$977K | – | 345 |
|
|
2018
Q4 | $977K | Sell |
3,136
-332
| -10% | -$91.3K | 0.26% | 90 |
|
|
2018
Q3 | $956K | Sell |
3,468
-466
| -12% | -$121K | 0.26% | 91 |
|
|
2018
Q2 | $1.05M | Buy |
3,934
+368
| +10% | +$85.2K | 0.28% | 93 |
|
|
2018
Q1 | $814K | Sell |
3,566
-46
| -1% | -$10.8K | 0.22% | 120 |
|
|
2017
Q4 | $843K | Sell |
3,612
-805
| -18% | -$171K | 0.24% | 107 |
|
|
2017
Q3 | $930K | Sell |
4,417
-226
| -5% | -$43K | 0.29% | 89 |
|
|
2017
Q2 | $884K | Hold |
4,643
| – | – | 0.28% | 83 |
|
|
2017
Q1 | $884K | Sell |
4,643
-946
| -17% | -$150K | 0.28% | 83 |
|
|
2016
Q4 | $933K | Buy |
+5,589
| New | +$748K | 0.3% | 80 |
|
Other funds holding ELV
HighPoint Advisor Group's ELV Position: Q2 2026 in Review
HighPoint Advisor Group held its Elevance Health (ELV) position steady in Q2 2026 at 817 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #565.
HighPoint Advisor Group first reported a position in ELV in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.93M in Q4 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- HighPoint Advisor Group held 817 shares of Elevance Health worth $316K as of Q2 2026.
- HighPoint Advisor Group left its Elevance Health share count unchanged in Q2 2026.
- Elevance Health made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #565 holding.
- HighPoint Advisor Group first reported a position in Elevance Health in Q4 2016 and has held it in 31 quarters since.
- HighPoint Advisor Group's Elevance Health position peaked at $1.93M in Q4 2025.
- 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.