Institute for Wealth Management’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 | $1.05M | Sell |
2,709
-14
| -0.5% | -$5.19K | 0.09% | 195 |
|
|
2026
Q1 | $797K | Sell |
2,723
-100
| -4% | -$32.9K | 0.08% | 236 |
|
|
2025
Q4 | $990K | Sell |
2,823
-8
| -0.3% | -$2.7K | 0.1% | 192 |
|
|
2025
Q3 | $915K | Sell |
2,831
-24
| -0.8% | -$7.46K | 0.1% | 214 |
|
|
2025
Q2 | $1.11M | Hold |
2,855
| – | – | 0.12% | 173 |
|
|
2025
Q1 | $1.24M | Sell |
2,855
-11
| -0.4% | -$4.42K | 0.16% | 141 |
|
|
2024
Q4 | $1.06M | Sell |
2,866
-130
| -4% | -$54.4K | 0.13% | 164 |
|
|
2024
Q3 | $1.56M | Sell |
2,996
-33
| -1% | -$17.6K | 0.2% | 115 |
|
|
2024
Q2 | $1.64M | Sell |
3,029
-3
| -0.1% | -$1.59K | 0.22% | 105 |
|
|
2024
Q1 | $1.57M | Hold |
3,032
| – | – | 0.2% | 109 |
|
|
2023
Q4 | $1.43M | Buy |
3,032
+53
| +2% | +$24.5K | 0.23% | 106 |
|
|
2023
Q3 | $1.3M | Sell |
2,979
-3
| -0.1% | -$1.36K | 0.23% | 105 |
|
|
2023
Q2 | $1.32M | Buy |
2,982
+56
| +2% | +$25.8K | 0.22% | 112 |
|
|
2023
Q1 | $1.35M | Sell |
2,926
-20
| -0.7% | -$9.52K | 0.26% | 101 |
|
|
2022
Q4 | $1.51M | Sell |
2,946
-71
| -2% | -$36K | 0.32% | 82 |
|
|
2022
Q3 | $1.37M | Sell |
3,017
-74
| -2% | -$35.4K | 0.31% | 89 |
|
|
2022
Q2 | $1.49M | Hold |
3,091
| – | – | 0.29% | 86 |
|
|
2022
Q1 | $1.52M | Sell |
3,091
-5
| -0.2% | -$2.29K | 0.25% | 105 |
|
|
2021
Q4 | $1.44M | Hold |
3,096
| – | – | 0.23% | 112 |
|
|
2021
Q3 | $1.15M | Hold |
3,096
| – | – | 0.2% | 125 |
|
|
2021
Q2 | $1.18M | Hold |
3,096
| – | – | 0.21% | 120 |
|
|
2021
Q1 | $1.11M | Sell |
3,096
-17
| -0.5% | -$5.47K | 0.21% | 125 |
|
|
2020
Q4 | $1M | Sell |
3,113
-13
| -0.4% | -$3.99K | 0.2% | 128 |
|
|
2020
Q3 | $840K | Sell |
3,126
-132
| -4% | -$35.5K | 0.19% | 135 |
|
|
2020
Q2 | $857K | Buy |
3,258
+121
| +4% | +$32.3K | 0.21% | 128 |
|
|
2020
Q1 | $712K | Sell |
3,137
-20
| -0.6% | -$5.45K | 0.22% | 130 |
|
|
2019
Q4 | $954K | Buy |
3,157
+321
| +11% | +$88.3K | 0.22% | 128 |
|
|
2019
Q3 | $681K | Hold |
2,836
| – | – | 0.17% | 177 |
|
|
2019
Q2 | $800K | Sell |
2,836
-54
| -2% | -$14.8K | 0.18% | 173 |
|
|
2019
Q1 | $829K | Hold |
2,890
| – | – | 0.18% | 155 |
|
|
2018
Q4 | $759K | Buy |
+2,890
| New | +$795K | 0.31% | 101 |
|
|
2018
Q1 | – | Sell |
-2,908
| Closed | -$656K | – | 295 |
|
|
2017
Q4 | $656K | Buy |
+2,908
| New | +$619K | 0.15% | 188 |
|
|
2017
Q3 | – | Sell |
-2,952
| Closed | -$556K | – | 285 |
|
|
2017
Q2 | $556K | Buy |
+2,952
| New | +$530K | 0.15% | 206 |
|
Other funds holding ELV
Institute for Wealth Management's ELV Position: Q2 2026 in Review
Institute for Wealth Management reduced its Elevance Health (ELV) stake by 0.51% in Q2 2026, selling an estimated $5.19K and leaving 2,709 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #195.
Institute for Wealth Management first reported a position in ELV in Q2 2017 and has held it in 33 quarters since. The position peaked at $1.64M in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Institute for Wealth Management held 2,709 shares of Elevance Health worth $1.05M as of Q2 2026.
- Institute for Wealth Management sold 14 Elevance Health shares in Q2 2026, an estimated $5.19K.
- Elevance Health made up 0.09% of Institute for Wealth Management's portfolio in Q2 2026, its #195 holding.
- Institute for Wealth Management first reported a position in Elevance Health in Q2 2017 and has held it in 33 quarters since.
- Institute for Wealth Management's Elevance Health position peaked at $1.64M in Q2 2024.
- 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.