IDA
ELV icon

Intelligence Driven Advisers’s Elevance Health ELV Stock Holding History

Intelligence Driven Advisers’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$259K Buy
665
+47
+8% +$18.8K 0.04% 116
2026
Q2 		$239K Sell
618
-91
-13% -$33.7K 0.04% 119
2026
Q1 		$208K Buy
+709
New +$233K 0.04% 118
2025
Q2 		– Sell
-526
Closed -$229K – 122
2025
Q1 		$229K Sell
526
-266
-34% -$107K 0.04% 86
2024
Q4 		$292K Sell
792
-387
-33% -$162K 0.06% 75
2024
Q3 		$613K Buy
1,179
+71
+6% +$37.9K 0.09% 59
2024
Q2 		$600K Buy
1,108
+508
+85% +$269K 0.09% 61
2024
Q1 		$311K Buy
+600
New +$298K 0.05% 73
2023
Q2 		– Sell
-494
Closed -$239K – 97
2023
Q1 		$239K Buy
494
+23
+5% +$10.9K 0.04% 79
2022
Q4 		$224K Sell
471
-6
-1% -$3.05K 0.04% 91
2022
Q3 		$228K Buy
+477
New +$228K 0.05% 99

Other funds holding ELV

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Intelligence Driven Advisers's ELV Position: Q3 2026 in Review

Intelligence Driven Advisers increased its Elevance Health (ELV) stake by 7.6% in Q3 2026, buying an estimated $18.8K and bringing the position to 665 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #116.

Intelligence Driven Advisers first reported a position in ELV in Q3 2022 and has held it in 11 quarters since. The position peaked at $613K in Q3 2024. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Intelligence Driven Advisers held 665 shares of Elevance Health worth $259K as of Q3 2026.
  • Intelligence Driven Advisers bought 47 Elevance Health shares in Q3 2026, an estimated $18.8K.
  • Elevance Health made up 0.04% of Intelligence Driven Advisers's portfolio in Q3 2026, its #116 holding.
  • Intelligence Driven Advisers first reported a position in Elevance Health in Q3 2022 and has held it in 11 quarters since.
  • Intelligence Driven Advisers's Elevance Health position peaked at $613K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.