Lido Advisors’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 | $4.21M | Buy |
10,877
+6,009
| +123% | +$2.23M | 0.01% | 544 |
|
|
2026
Q1 | $1.43M | Buy |
4,868
+8
| +0.2% | +$2.63K | ﹤0.01% | 814 |
|
|
2025
Q4 | $1.58M | Buy |
4,860
+510
| +12% | +$172K | ﹤0.01% | 799 |
|
|
2025
Q3 | $1.41M | Sell |
4,350
-917
| -17% | -$285K | ﹤0.01% | 806 |
|
|
2025
Q2 | $2.05M | Buy |
5,267
+113
| +2% | +$45.5K | 0.01% | 582 |
|
|
2025
Q1 | $2.24M | Buy |
5,154
+805
| +19% | +$323K | 0.01% | 515 |
|
|
2024
Q4 | $1.6M | Sell |
4,349
-320
| -7% | -$134K | 0.01% | 588 |
|
|
2024
Q3 | $2.43M | Buy |
4,669
+515
| +12% | +$275K | 0.01% | 425 |
|
|
2024
Q2 | $2.25M | Buy |
4,154
+563
| +16% | +$298K | 0.01% | 425 |
|
|
2024
Q1 | $1.86M | Buy |
3,591
+107
| +3% | +$53.2K | 0.01% | 443 |
|
|
2023
Q4 | $1.64M | Buy |
3,484
+50
| +1% | +$23.1K | 0.01% | 465 |
|
|
2023
Q3 | $1.5M | Buy |
3,434
+317
| +10% | +$144K | 0.01% | 442 |
|
|
2023
Q2 | $1.38M | Buy |
3,117
+622
| +25% | +$287K | 0.01% | 453 |
|
|
2023
Q1 | $1.15M | Sell |
2,495
-162
| -6% | -$77.1K | 0.01% | 445 |
|
|
2022
Q4 | $1.36M | Buy |
2,657
+40
| +2% | +$20.3K | 0.02% | 350 |
|
|
2022
Q3 | $1.19M | Sell |
2,617
-215
| -8% | -$103K | 0.01% | 334 |
|
|
2022
Q2 | $1.37M | Buy |
2,832
+68
| +2% | +$33.6K | 0.02% | 284 |
|
|
2022
Q1 | $1.36M | Buy |
2,764
+728
| +36% | +$333K | 0.02% | 333 |
|
|
2021
Q4 | $943K | Sell |
2,036
-189
| -8% | -$79.5K | 0.01% | 431 |
|
|
2021
Q3 | $829K | Buy |
2,225
+589
| +36% | +$224K | 0.01% | 449 |
|
|
2021
Q2 | $625K | Buy |
1,636
+258
| +19% | +$98.6K | 0.01% | 481 |
|
|
2021
Q1 | $495K | Buy |
1,378
+175
| +15% | +$56.3K | 0.01% | 502 |
|
|
2020
Q4 | $386K | Buy |
1,203
+56
| +5% | +$17.2K | 0.01% | 547 |
|
|
2020
Q3 | $308K | Buy |
1,147
+88
| +8% | +$23.7K | 0.01% | 478 |
|
|
2020
Q2 | $279K | Buy |
1,059
+4
| +0.4% | +$1.07K | 0.01% | 465 |
|
|
2020
Q1 | $240K | Buy |
1,055
+38
| +4% | +$10.4K | 0.01% | 473 |
|
|
2019
Q4 | $307K | Sell |
1,017
-84
| -8% | -$23.1K | 0.01% | 494 |
|
|
2019
Q3 | $264K | Buy |
1,101
+26
| +2% | +$7.12K | 0.01% | 481 |
|
|
2019
Q2 | $303K | Sell |
1,075
-56
| -5% | -$15.3K | 0.02% | 423 |
|
|
2019
Q1 | $324K | Buy |
1,131
+19
| +2% | +$5.5K | 0.02% | 368 |
|
|
2018
Q4 | $292K | Buy |
1,112
+113
| +11% | +$31.1K | 0.03% | 318 |
|
|
2018
Q3 | $273K | Buy |
999
+43
| +4% | +$11.2K | 0.03% | 356 |
|
|
2018
Q2 | $227K | Buy |
956
+18
| +2% | +$4.17K | 0.03% | 370 |
|
|
2018
Q1 | $206K | Buy |
+938
| New | +$220K | 0.03% | 361 |
|
Other funds holding ELV
Lido Advisors's ELV Position: Q2 2026 in Review
Lido Advisors increased its Elevance Health (ELV) stake by 123% in Q2 2026, buying an estimated $2.23M and bringing the position to 10,877 shares worth $4.21M. The position accounts for 0.01% of the portfolio, ranked #544.
Lido Advisors first reported a position in ELV in Q1 2018 and has held it in 34 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Lido Advisors held 10,877 shares of Elevance Health worth $4.21M as of Q2 2026.
- Lido Advisors bought 6,009 Elevance Health shares in Q2 2026, an estimated $2.23M.
- Elevance Health made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #544 holding.
- Lido Advisors first reported a position in Elevance Health in Q1 2018 and has held it in 34 quarters since.
- 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.