LPL Financial’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 | $67.8M | Sell |
175,397
-2,257
| -1% | -$837K | 0.02% | 868 |
|
|
2026
Q1 | $52M | Buy |
177,654
+18,365
| +12% | +$6.04M | 0.01% | 896 |
|
|
2025
Q4 | $55.8M | Sell |
159,289
-18,640
| -10% | -$6.3M | 0.02% | 824 |
|
|
2025
Q3 | $57.5M | Sell |
177,929
-27,729
| -13% | -$8.62M | 0.02% | 780 |
|
|
2025
Q2 | $80M | Buy |
205,658
+27,747
| +16% | +$11.2M | 0.03% | 568 |
|
|
2025
Q1 | $77.4M | Buy |
177,911
+702
| +0.4% | +$282K | 0.03% | 512 |
|
|
2024
Q4 | $65.4M | Sell |
177,209
-10,865
| -6% | -$4.55M | 0.03% | 542 |
|
|
2024
Q3 | $97.8M | Buy |
188,074
+13,619
| +8% | +$7.28M | 0.04% | 377 |
|
|
2024
Q2 | $94.5M | Buy |
174,455
+15,424
| +10% | +$8.15M | 0.05% | 350 |
|
|
2024
Q1 | $82.5M | Buy |
159,031
+23,216
| +17% | +$11.5M | 0.04% | 381 |
|
|
2023
Q4 | $64M | Buy |
135,815
+5,695
| +4% | +$2.63M | 0.04% | 421 |
|
|
2023
Q3 | $56.7M | Sell |
130,120
-35,885
| -22% | -$16.3M | 0.04% | 418 |
|
|
2023
Q2 | $73.8M | Buy |
166,005
+18,423
| +12% | +$8.5M | 0.05% | 317 |
|
|
2023
Q1 | $67.9M | Sell |
147,582
-17,499
| -11% | -$8.33M | 0.05% | 328 |
|
|
2022
Q4 | $84.7M | Buy |
165,081
+11,516
| +7% | +$5.85M | 0.07% | 257 |
|
|
2022
Q3 | $69.8M | Buy |
153,565
+27,826
| +22% | +$13.3M | 0.07% | 268 |
|
|
2022
Q2 | $60.7M | Buy |
125,739
+9,296
| +8% | +$4.6M | 0.06% | 302 |
|
|
2022
Q1 | $57.2M | Buy |
116,443
+2,669
| +2% | +$1.22M | 0.05% | 332 |
|
|
2021
Q4 | $52.7M | Buy |
113,774
+4,234
| +4% | +$1.78M | 0.04% | 354 |
|
|
2021
Q3 | $40.8M | Buy |
109,540
+16,120
| +17% | +$6.13M | 0.04% | 388 |
|
|
2021
Q2 | $35.7M | Buy |
93,420
+6,723
| +8% | +$2.57M | 0.04% | 404 |
|
|
2021
Q1 | $31.1M | Buy |
86,697
+2,148
| +3% | +$691K | 0.04% | 400 |
|
|
2020
Q4 | $27.1M | Buy |
84,549
+5,551
| +7% | +$1.7M | 0.04% | 381 |
|
|
2020
Q3 | $21.2M | Buy |
78,998
+5,534
| +8% | +$1.49M | 0.03% | 384 |
|
|
2020
Q2 | $19.3M | Buy |
73,464
+4,555
| +7% | +$1.22M | 0.03% | 383 |
|
|
2020
Q1 | $15.6M | Buy |
68,909
+5,930
| +9% | +$1.62M | 0.03% | 379 |
|
|
2019
Q4 | $19M | Buy |
62,979
+11,145
| +22% | +$3.07M | 0.03% | 374 |
|
|
2019
Q3 | $12.4M | Buy |
51,834
+4,544
| +10% | +$1.25M | 0.03% | 463 |
|
|
2019
Q2 | $13.3M | Buy |
47,290
+8,640
| +22% | +$2.36M | 0.03% | 427 |
|
|
2019
Q1 | $11.1M | Sell |
38,650
-363
| -0.9% | -$105K | 0.03% | 462 |
|
|
2018
Q4 | $10.2M | Buy |
39,013
+3,157
| +9% | +$868K | 0.03% | 435 |
|
|
2018
Q3 | $9.83M | Buy |
35,856
+593
| +2% | +$154K | 0.02% | 496 |
|
|
2018
Q2 | $8.39M | Buy |
35,263
+1,840
| +6% | +$426K | 0.02% | 515 |
|
|
2018
Q1 | $7.34M | Buy |
33,423
+6,875
| +26% | +$1.62M | 0.02% | 543 |
|
|
2017
Q4 | $5.97M | Buy |
26,548
+2,515
| +10% | +$536K | 0.02% | 589 |
|
|
2017
Q3 | $4.56M | Buy |
24,033
+310
| +1% | +$59K | 0.02% | 632 |
|
|
2017
Q2 | $4.46M | Buy |
23,723
+20,501
| +636% | +$3.68M | 0.02% | 595 |
|
|
2017
Q1 | $536K | Sell |
3,222
-174
| -5% | -$27.7K | ﹤0.01% | 1746 |
|
|
2016
Q4 | $486K | Sell |
3,396
-44
| -1% | -$5.89K | ﹤0.01% | 1772 |
|
|
2016
Q3 | $421K | Sell |
3,440
-298
| -8% | -$38.5K | ﹤0.01% | 1862 |
|
|
2016
Q2 | $494K | Sell |
3,738
-27,173
| -88% | -$3.72M | ﹤0.01% | 1679 |
|
|
2016
Q1 | $4.43M | Buy |
30,911
+4,906
| +19% | +$656K | 0.01% | 783 |
|
|
2015
Q4 | $3.67M | Buy |
26,005
+11,979
| +85% | +$1.65M | 0.01% | 853 |
|
|
2015
Q3 | $2M | Sell |
14,026
-13,958
| -50% | -$2.1M | 0.01% | 835 |
|
|
2015
Q2 | $4.52M | Buy |
27,984
+4,427
| +19% | +$707K | 0.02% | 554 |
|
|
2015
Q1 | $3.63M | Buy |
23,557
+853
| +4% | +$121K | 0.02% | 648 |
|
|
2014
Q4 | $2.85M | Buy |
22,704
+464
| +2% | +$57.3K | 0.02% | 715 |
|
|
2014
Q3 | $2.63M | Sell |
22,240
-3,199
| -13% | -$367K | 0.02% | 728 |
|
|
2014
Q2 | $2.74M | Sell |
25,439
-828
| -3% | -$85.3K | 0.02% | 715 |
|
|
2014
Q1 | $2.62M | Sell |
26,267
-141
| -0.5% | -$12.8K | 0.02% | 712 |
|
|
2013
Q4 | $2.44M | Buy |
26,408
+2,190
| +9% | +$195K | 0.02% | 715 |
|
|
2013
Q3 | $2.15M | Buy |
24,218
+2,587
| +12% | +$222K | 0.01% | 745 |
|
|
2013
Q2 | $1.77M | Buy |
+21,631
| New | +$1.62M | 0.01% | 780 |
|
Other funds holding ELV
LPL Financial's ELV Position: Q2 2026 in Review
LPL Financial reduced its Elevance Health (ELV) stake by 1.3% in Q2 2026, selling an estimated $837K and leaving 175,397 shares worth $67.8M. The position accounts for 0.02% of the portfolio, ranked #868.
LPL Financial first reported a position in ELV in Q2 2013 and has held it in 53 quarters since. The position peaked at $97.8M in Q3 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- LPL Financial held 175,397 shares of Elevance Health worth $67.8M as of Q2 2026.
- LPL Financial sold 2,257 Elevance Health shares in Q2 2026, an estimated $837K.
- Elevance Health made up 0.02% of LPL Financial's portfolio in Q2 2026, its #868 holding.
- LPL Financial first reported a position in Elevance Health in Q2 2013 and has held it in 53 quarters since.
- LPL Financial's Elevance Health position peaked at $97.8M in Q3 2024.
- 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.