Larson Financial Group’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 | $683K | Buy |
1,765
+647
| +58% | +$240K | 0.02% | 469 |
|
|
2026
Q1 | $327K | Sell |
1,118
-296
| -21% | -$97.3K | 0.01% | 592 |
|
|
2025
Q4 | $496K | Buy |
1,414
+630
| +80% | +$213K | 0.02% | 464 |
|
|
2025
Q3 | $253K | Buy |
784
+67
| +9% | +$20.8K | 0.01% | 635 |
|
|
2025
Q2 | $279K | Buy |
717
+133
| +23% | +$53.5K | 0.01% | 596 |
|
|
2025
Q1 | $254K | Buy |
584
+151
| +35% | +$60.6K | 0.01% | 575 |
|
|
2024
Q4 | $160K | Sell |
433
-191
| -31% | -$79.9K | 0.01% | 626 |
|
|
2024
Q3 | $324K | Buy |
624
+121
| +24% | +$64.6K | 0.02% | 453 |
|
|
2024
Q2 | $273K | Buy |
503
+17
| +3% | +$8.99K | 0.02% | 386 |
|
|
2024
Q1 | $252K | Hold |
486
| – | – | 0.02% | 342 |
|
|
2023
Q4 | $229K | Sell |
486
-53
| -10% | -$24.5K | 0.02% | 324 |
|
|
2023
Q3 | $235K | Sell |
539
-259
| -32% | -$117K | 0.02% | 295 |
|
|
2023
Q2 | $355K | Sell |
798
-226
| -22% | -$104K | 0.04% | 231 |
|
|
2023
Q1 | $471K | Hold |
1,024
| – | – | 0.05% | 206 |
|
|
2022
Q4 | $525K | Sell |
1,024
-20
| -2% | -$10.2K | 0.06% | 184 |
|
|
2022
Q3 | $474K | Buy |
1,044
+651
| +166% | +$311K | 0.07% | 173 |
|
|
2022
Q2 | $190K | Hold |
393
| – | – | 0.03% | 195 |
|
|
2022
Q1 | $193K | Hold |
393
| – | – | 0.03% | 200 |
|
|
2021
Q4 | $182K | Hold |
393
| – | – | 0.03% | 205 |
|
|
2021
Q3 | $147K | Hold |
393
| – | – | 0.03% | 169 |
|
|
2021
Q2 | $150K | Buy |
393
+226
| +135% | +$86.4K | 0.03% | 149 |
|
|
2021
Q1 | $60K | Sell |
167
-22
| -12% | -$7.08K | 0.02% | 223 |
|
|
2020
Q4 | $61K | Hold |
189
| – | – | 0.02% | 192 |
|
|
2020
Q3 | $51K | Sell |
189
-1
| -0.5% | -$269 | 0.02% | 198 |
|
|
2020
Q2 | $50K | Buy |
190
+1
| +0.5% | +$267 | 0.02% | 190 |
|
|
2020
Q1 | $43K | Buy |
189
+23
| +14% | +$6.27K | 0.03% | 167 |
|
|
2019
Q4 | $50K | Sell |
166
-56
| -25% | -$15.4K | 0.03% | 155 |
|
|
2019
Q3 | $53K | Hold |
222
| – | – | 0.03% | 142 |
|
|
2019
Q2 | $63K | Hold |
222
| – | – | 0.05% | 105 |
|
|
2019
Q1 | $64K | Hold |
222
| – | – | 0.05% | 97 |
|
|
2018
Q4 | $58K | Buy |
+222
| New | +$61K | 0.05% | 103 |
|
Other funds holding ELV
Larson Financial Group's ELV Position: Q2 2026 in Review
Larson Financial Group increased its Elevance Health (ELV) stake by 58% in Q2 2026, buying an estimated $240K and bringing the position to 1,765 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #469.
Larson Financial Group first reported a position in ELV in Q4 2018 and has held it in 31 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Larson Financial Group held 1,765 shares of Elevance Health worth $683K as of Q2 2026.
- Larson Financial Group bought 647 Elevance Health shares in Q2 2026, an estimated $240K.
- Elevance Health made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #469 holding.
- Larson Financial Group first reported a position in Elevance Health in Q4 2018 and has held it in 31 quarters since.
- 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.