Independent Advisor Alliance’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 | $1.12M | Buy |
2,885
+17
| +0.6% | +$6.3K | 0.03% | 431 |
|
|
2026
Q1 | $840K | Buy |
2,868
+29
| +1% | +$9.53K | 0.01% | 910 |
|
|
2025
Q4 | $995K | Sell |
2,839
-106
| -4% | -$35.8K | 0.02% | 471 |
|
|
2025
Q3 | $952K | Sell |
2,945
-562
| -16% | -$175K | 0.02% | 453 |
|
|
2025
Q2 | $1.36M | Sell |
3,507
-45
| -1% | -$18.1K | 0.04% | 351 |
|
|
2025
Q1 | $1.54M | Sell |
3,552
-438
| -11% | -$176K | 0.05% | 291 |
|
|
2024
Q4 | $1.47M | Sell |
3,990
-4,511
| -53% | -$1.89M | 0.02% | 607 |
|
|
2024
Q3 | $4.42M | Sell |
8,501
-512
| -6% | -$274K | 0.16% | 111 |
|
|
2024
Q2 | $4.88M | Sell |
9,013
-199
| -2% | -$105K | 0.17% | 103 |
|
|
2024
Q1 | $4.78M | Buy |
9,212
+294
| +3% | +$146K | 0.17% | 105 |
|
|
2023
Q4 | $4.21M | Buy |
8,918
+40
| +0.5% | +$18.5K | 0.15% | 116 |
|
|
2023
Q3 | $3.87M | Sell |
8,878
-227
| -2% | -$103K | 0.17% | 107 |
|
|
2023
Q2 | $4.05M | Sell |
9,105
-219
| -2% | -$101K | 0.18% | 104 |
|
|
2023
Q1 | $4.29M | Sell |
9,324
-2,235
| -19% | -$1.06M | 0.21% | 97 |
|
|
2022
Q4 | $5.93K | Buy |
11,559
+40
| +0.3% | +$20.3K | ﹤0.01% | 185 |
|
|
2022
Q3 | $5.23M | Buy |
11,519
+1,803
| +19% | +$863K | 0.31% | 77 |
|
|
2022
Q2 | $4.69M | Sell |
9,716
-104
| -1% | -$51.5K | 0.26% | 89 |
|
|
2022
Q1 | $4.82M | Buy |
9,820
+7,347
| +297% | +$3.36M | 0.23% | 89 |
|
|
2021
Q4 | $1.15M | Sell |
2,473
-181
| -7% | -$76.1K | 0.06% | 260 |
|
|
2021
Q3 | $989K | Buy |
2,654
+148
| +6% | +$56.2K | 0.06% | 269 |
|
|
2021
Q2 | $957K | Sell |
2,506
-676
| -21% | -$258K | 0.05% | 288 |
|
|
2021
Q1 | $1.14M | Buy |
3,182
+12
| +0.4% | +$3.86K | 0.07% | 233 |
|
|
2020
Q4 | $1.02M | Buy |
3,170
+1,120
| +55% | +$344K | 0.07% | 212 |
|
|
2020
Q3 | $550K | Sell |
2,050
-207
| -9% | -$55.7K | 0.04% | 269 |
|
|
2020
Q2 | $593K | Buy |
2,257
+127
| +6% | +$33.9K | 0.06% | 234 |
|
|
2020
Q1 | $484K | Buy |
2,130
+46
| +2% | +$12.5K | 0.07% | 218 |
|
|
2019
Q4 | $629K | Sell |
2,084
-372
| -15% | -$102K | 0.03% | 480 |
|
|
2019
Q3 | $590K | Sell |
2,456
-2,042
| -45% | -$559K | 0.07% | 230 |
|
|
2019
Q2 | $1.27M | Sell |
4,498
-36
| -0.8% | -$9.83K | 0.18% | 112 |
|
|
2019
Q1 | $1.3M | Buy |
4,534
+2,144
| +90% | +$620K | 0.18% | 114 |
|
|
2018
Q4 | $628K | Buy |
2,390
+336
| +16% | +$92.4K | 0.11% | 170 |
|
|
2018
Q3 | $478K | Sell |
2,054
-1,814
| -47% | -$471K | 0.09% | 198 |
|
|
2018
Q2 | $870K | Sell |
3,868
-302
| -7% | -$69.9K | 0.18% | 131 |
|
|
2018
Q1 | $918K | Buy |
4,170
+304
| +8% | +$71.4K | 0.2% | 120 |
|
|
2017
Q4 | $896K | Buy |
3,866
+1,442
| +59% | +$307K | 0.2% | 127 |
|
|
2017
Q3 | $462K | Buy |
2,424
+188
| +8% | +$35.8K | 0.13% | 157 |
|
|
2017
Q2 | $430K | Sell |
2,236
-76
| -3% | -$13.7K | 0.14% | 159 |
|
|
2017
Q1 | $381K | Buy |
+2,312
| New | +$368K | 0.06% | 264 |
|
Other funds holding ELV
Independent Advisor Alliance's ELV Position: Q2 2026 in Review
Independent Advisor Alliance increased its Elevance Health (ELV) stake by 0.59% in Q2 2026, buying an estimated $6.3K and bringing the position to 2,885 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #431.
Independent Advisor Alliance first reported a position in ELV in Q1 2017 and has held it in 38 quarters since. The position peaked at $5.23M in Q3 2022. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Independent Advisor Alliance held 2,885 shares of Elevance Health worth $1.12M as of Q2 2026.
- Independent Advisor Alliance bought 17 Elevance Health shares in Q2 2026, an estimated $6.3K.
- Elevance Health made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #431 holding.
- Independent Advisor Alliance first reported a position in Elevance Health in Q1 2017 and has held it in 38 quarters since.
- Independent Advisor Alliance's Elevance Health position peaked at $5.23M in Q3 2022.
- 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.