Investors Research Corp’s Elevance Health ELV Stock Holding History

Investors Research Corp’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	$110K	Hold	282	–	–	0.02%	317
2026 Q2	$109K	Hold	282	–	–	0.02%	318
2026 Q1	$82.6K	Hold	282	–	–	0.02%	347
2025 Q4	$98.9K	Hold	282	–	–	0.02%	368
2025 Q3	$91.1K	Hold	282	–	–	0.02%	378
2025 Q2	$110K	Hold	282	–	–	0.02%	369
2025 Q1	$123K	Buy	282 +47	+20%	+$18.9K	0.03%	355
2024 Q4	$86.7K	Hold	235	–	–	0.02%	405
2024 Q3	$122K	Hold	235	–	–	0.03%	370
2024 Q2	$127K	Hold	235	–	–	0.03%	370
2024 Q1	$122K	Sell	235 -39	-14%	-$19.4K	0.03%	378
2023 Q4	$129K	Buy	274 +39	+17%	+$18K	0.03%	391
2023 Q3	$102K	Hold	235	–	–	0.03%	407
2023 Q2	$104K	Hold	235	–	–	0.03%	406
2023 Q1	$108K	Hold	235	–	–	0.03%	404
2022 Q4	$121K	Hold	235	–	–	0.03%	388
2022 Q3	$107K	Hold	235	–	–	0.03%	383
2022 Q2	$113K	Hold	235	–	–	0.03%	392
2022 Q1	$115K	Hold	235	–	–	0.03%	394
2021 Q4	$109K	Hold	235	–	–	0.03%	390
2021 Q3	$88K	Hold	235	–	–	0.03%	419
2021 Q2	$90K	Hold	235	–	–	0.03%	425
2021 Q1	$84K	Sell	235 -225	-49%	-$72.4K	0.03%	416
2020 Q4	$148K	Hold	460	–	–	0.06%	347
2020 Q3	$124K	Hold	460	–	–	0.06%	349
2020 Q2	$121K	Hold	460	–	–	0.06%	334
2020 Q1	$104K	Hold	460	–	–	0.06%	324
2019 Q4	$139K	Hold	460	–	–	0.06%	343
2019 Q3	$110K	Hold	460	–	–	0.06%	378
2019 Q2	$130K	Hold	460	–	–	0.07%	329
2019 Q1	$132K	Buy	+460	New	+$133K	0.07%	331
2018 Q1	–	Sell	-904	Closed	-$203K	–	343
2017 Q4	$203K	Buy	+904	New	+$193K	0.13%	281

Other funds holding ELV

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

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

Investors Research Corp's ELV Position: Q3 2026 in Review

Investors Research Corp held its Elevance Health (ELV) position steady in Q3 2026 at 282 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #317.

Investors Research Corp first reported a position in ELV in Q4 2017 and has held it in 32 quarters since. The position peaked at $203K in Q4 2017. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Investors Research Corp held 282 shares of Elevance Health worth $110K as of Q3 2026.
Investors Research Corp left its Elevance Health share count unchanged in Q3 2026.
Elevance Health made up 0.02% of Investors Research Corp's portfolio in Q3 2026, its #317 holding.
Investors Research Corp first reported a position in Elevance Health in Q4 2017 and has held it in 32 quarters since.
Investors Research Corp's Elevance Health position peaked at $203K in Q4 2017.
64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.