JNBA Financial Advisors’s Elevance Health ELV Stock Holding History

JNBA Financial Advisors’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 Q2	$1.93K	Hold	5	–	–	﹤0.01%	721
2026 Q1	$1.46K	Hold	5	–	–	﹤0.01%	762
2025 Q4	$1.75K	Hold	5	–	–	﹤0.01%	684
2025 Q3	$1.62K	Hold	5	–	–	﹤0.01%	612
2025 Q2	$1.95K	Hold	5	–	–	﹤0.01%	599
2025 Q1	$2.17K	Hold	5	–	–	﹤0.01%	594
2024 Q4	$1.84K	Hold	5	–	–	﹤0.01%	592
2024 Q3	$2.6K	Hold	5	–	–	﹤0.01%	589
2024 Q2	$2.71K	Hold	5	–	–	﹤0.01%	562
2024 Q1	$2.59K	Hold	5	–	–	﹤0.01%	585
2023 Q4	$2.36K	Hold	5	–	–	﹤0.01%	601
2023 Q3	$2.18K	Hold	5	–	–	﹤0.01%	618
2023 Q2	$2.22K	Hold	5	–	–	﹤0.01%	609
2023 Q1	$2.3K	Hold	5	–	–	﹤0.01%	610
2022 Q4	$2.56K	Hold	5	–	–	﹤0.01%	563
2022 Q3	$2K	Hold	5	–	–	﹤0.01%	600
2022 Q2	$2K	Hold	5	–	–	﹤0.01%	641
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	628
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	734
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	667
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	618
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	594
2020 Q4	$2K	Hold	5	–	–	﹤0.01%	553
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	549
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	540
2020 Q1	$1K	Hold	5	–	–	﹤0.01%	535
2019 Q4	$2K	Buy	+5	New	+$1.38K	﹤0.01%	554
2018 Q4	–	Sell	-490	Closed	-$134K	–	591
2018 Q3	$134K	Buy	+490	New	+$127K	0.06%	161
2016 Q4	–	Sell	-1,024	Closed	-$128K	–	732
2016 Q3	$128K	Buy	+1,024	New	+$132K	0.02%	303

Other funds holding ELV

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

JNBA Financial Advisors's ELV Position: Q2 2026 in Review

JNBA Financial Advisors held its Elevance Health (ELV) position steady in Q2 2026 at 5 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

JNBA Financial Advisors first reported a position in ELV in Q3 2016 and has held it in 29 quarters since. The position peaked at $134K in Q3 2018. 487 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

JNBA Financial Advisors held 5 shares of Elevance Health worth $1.93K as of Q2 2026.
JNBA Financial Advisors left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #721 holding.
JNBA Financial Advisors first reported a position in Elevance Health in Q3 2016 and has held it in 29 quarters since.
JNBA Financial Advisors's Elevance Health position peaked at $134K in Q3 2018.
487 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.