MOTCO’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
Q1 | $6.73K | Sell |
23
-77
| -77% | -$25.3K | ﹤0.01% | 484 |
|
|
2025
Q4 | $35.1K | Hold |
100
| – | – | ﹤0.01% | 355 |
|
|
2025
Q3 | $32.3K | Buy |
100
+77
| +335% | +$23.9K | ﹤0.01% | 368 |
|
|
2025
Q2 | $6.51K | Sell |
23
-99
| -81% | -$39.8K | ﹤0.01% | 454 |
|
|
2025
Q1 | $53.1K | Buy |
122
+48
| +65% | +$19.3K | 0.01% | 287 |
|
|
2024
Q4 | $27.3K | Sell |
74
-1
| -1% | -$418 | ﹤0.01% | 328 |
|
|
2024
Q3 | $39K | Sell |
75
-10
| -12% | -$5.34K | ﹤0.01% | 355 |
|
|
2024
Q2 | $46.1K | Hold |
85
| – | – | ﹤0.01% | 422 |
|
|
2024
Q1 | $44.1K | Hold |
85
| – | – | ﹤0.01% | 407 |
|
|
2023
Q4 | $40.1K | Sell |
85
-7
| -8% | -$3.24K | ﹤0.01% | 375 |
|
|
2023
Q3 | $40.1K | Sell |
92
-18
| -16% | -$8.16K | ﹤0.01% | 382 |
|
|
2023
Q2 | $48.9K | Buy |
110
+25
| +29% | +$11.5K | ﹤0.01% | 352 |
|
|
2023
Q1 | $39.1K | Sell |
85
-18
| -17% | -$8.57K | ﹤0.01% | 363 |
|
|
2022
Q4 | $52.8K | Buy |
103
+18
| +21% | +$9.14K | ﹤0.01% | 338 |
|
|
2022
Q3 | $39K | Buy |
85
+20
| +31% | +$9.57K | ﹤0.01% | 390 |
|
|
2022
Q2 | $31K | Sell |
65
-5
| -7% | -$2.47K | ﹤0.01% | 394 |
|
|
2022
Q1 | $34K | Buy |
70
+38
| +119% | +$17.4K | ﹤0.01% | 386 |
|
|
2021
Q4 | $15K | Hold |
32
| – | – | ﹤0.01% | 445 |
|
|
2021
Q3 | $12K | Buy |
32
+14
| +78% | +$5.32K | ﹤0.01% | 482 |
|
|
2021
Q2 | $7K | Buy |
+18
| New | +$6.88K | ﹤0.01% | 528 |
|
|
2021
Q1 | – | Sell |
-35
| Closed | -$11K | – | 643 |
|
|
2020
Q4 | $11K | Buy |
35
+7
| +25% | +$2.15K | ﹤0.01% | 520 |
|
|
2020
Q3 | $8K | Hold |
28
| – | – | ﹤0.01% | 474 |
|
|
2020
Q2 | $7K | Hold |
28
| – | – | ﹤0.01% | 450 |
|
|
2020
Q1 | $6K | Buy |
+28
| New | +$7.63K | ﹤0.01% | 473 |
|
|
2019
Q3 | – | Sell |
-111
| Closed | -$31K | – | 586 |
|
|
2019
Q2 | $31K | Buy |
+111
| New | +$30.3K | ﹤0.01% | 422 |
|
|
2018
Q4 | – | Sell |
-61
| Closed | -$17K | – | 574 |
|
|
2018
Q3 | $17K | Buy |
+61
| New | +$15.8K | ﹤0.01% | 429 |
|
|
2017
Q1 | – | Sell |
-105
| Closed | -$15K | – | 632 |
|
|
2016
Q4 | $15K | Buy |
+105
| New | +$14.1K | ﹤0.01% | 450 |
|
Other funds holding ELV
VCM
VPM
MOTCO's ELV Position: Q1 2026 in Review
MOTCO reduced its Elevance Health (ELV) stake by 77% in Q1 2026, selling an estimated $25.3K and leaving 23 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #484.
MOTCO first reported a position in ELV in Q4 2016 and has held it in 27 quarters since. The position peaked at $53.1K in Q1 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- MOTCO held 23 shares of Elevance Health worth $6.73K as of Q1 2026.
- MOTCO sold 77 Elevance Health shares in Q1 2026, an estimated $25.3K.
- Elevance Health made up ﹤0.01% of MOTCO's portfolio in Q1 2026, its #484 holding.
- MOTCO first reported a position in Elevance Health in Q4 2016 and has held it in 27 quarters since.
- MOTCO's Elevance Health position peaked at $53.1K in Q1 2025.
- 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.