Mount Yale Investment 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
Q1 | $955K | Buy |
3,260
+661
| +25% | +$217K | 0.02% | 534 |
|
|
2025
Q4 | $911K | Buy |
2,599
+322
| +14% | +$109K | 0.04% | 331 |
|
|
2025
Q3 | $736K | Sell |
2,277
-1,889
| -45% | -$588K | 0.05% | 340 |
|
|
2025
Q2 | $1.62M | Sell |
4,166
-1,109
| -21% | -$446K | 0.13% | 139 |
|
|
2025
Q1 | $2.29M | Buy |
5,275
+1,160
| +28% | +$466K | 0.2% | 108 |
|
|
2024
Q4 | $1.52M | Buy |
4,115
+105
| +3% | +$43.9K | 0.12% | 149 |
|
|
2024
Q3 | $2.09M | Buy |
4,010
+35
| +0.9% | +$18.7K | 0.2% | 115 |
|
|
2024
Q2 | $2.15M | Buy |
3,975
+145
| +4% | +$76.6K | 0.17% | 118 |
|
|
2024
Q1 | $1.99M | Buy |
3,830
+245
| +7% | +$122K | 0.15% | 135 |
|
|
2023
Q4 | $1.69M | Sell |
3,585
-129
| -3% | -$59.6K | 0.16% | 138 |
|
|
2023
Q3 | $1.62M | Buy |
3,714
+473
| +15% | +$215K | 0.18% | 128 |
|
|
2023
Q2 | $1.44M | Buy |
3,241
+51
| +2% | +$23.5K | 0.15% | 142 |
|
|
2023
Q1 | $1.47M | Buy |
3,190
+94
| +3% | +$44.7K | 0.16% | 132 |
|
|
2022
Q4 | $1.59M | Buy |
3,096
+14
| +0.5% | +$7.11K | 0.18% | 127 |
|
|
2022
Q3 | $1.4M | Sell |
3,082
-14
| -0.5% | -$6.7K | 0.19% | 119 |
|
|
2022
Q2 | $1.49M | Sell |
3,096
-380
| -11% | -$188K | 0.19% | 120 |
|
|
2022
Q1 | $1.71M | Buy |
3,476
+18
| +0.5% | +$8.23K | 0.19% | 123 |
|
|
2021
Q4 | $1.6M | Buy |
3,458
+5
| +0.1% | +$2.1K | 0.17% | 133 |
|
|
2021
Q3 | $1.29M | Sell |
3,453
-1,617
| -32% | -$615K | 0.15% | 155 |
|
|
2021
Q2 | $1.94M | Buy |
5,070
+71
| +1% | +$27.1K | 0.23% | 94 |
|
|
2021
Q1 | $1.79M | Buy |
4,999
+308
| +7% | +$99K | 0.23% | 94 |
|
|
2020
Q4 | $1.51M | Buy |
4,691
+130
| +3% | +$39.9K | 0.21% | 106 |
|
|
2020
Q3 | $1.23M | Buy |
4,561
+440
| +11% | +$118K | 0.17% | 126 |
|
|
2020
Q2 | $1.08M | Buy |
4,121
+581
| +16% | +$155K | 0.19% | 118 |
|
|
2020
Q1 | $804K | Buy |
3,540
+342
| +11% | +$93.2K | 0.18% | 124 |
|
|
2019
Q4 | $848K | Buy |
3,198
+907
| +40% | +$250K | 0.15% | 132 |
|
|
2019
Q3 | $650K | Buy |
2,291
+163
| +8% | +$44.7K | 0.12% | 151 |
|
|
2019
Q2 | $610K | Buy |
2,128
+467
| +28% | +$128K | 0.11% | 151 |
|
|
2019
Q1 | $477K | Sell |
1,661
-493
| -23% | -$143K | 0.09% | 182 |
|
|
2018
Q4 | $651K | Sell |
2,154
-955
| -31% | -$263K | 0.13% | 142 |
|
|
2018
Q3 | $901K | Sell |
3,109
-193
| -6% | -$50.1K | 0.16% | 120 |
|
|
2018
Q2 | $786K | Buy |
3,302
+425
| +15% | +$98.4K | 0.15% | 127 |
|
|
2018
Q1 | $632K | Buy |
+2,877
| New | +$676K | 0.14% | 140 |
|
Other funds holding ELV
VCM
VPM
Mount Yale Investment Advisors's ELV Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Elevance Health (ELV) stake by 25% in Q1 2026, buying an estimated $217K and bringing the position to 3,260 shares worth $955K. The position accounts for 0.02% of the portfolio, ranked #534.
Mount Yale Investment Advisors first reported a position in ELV in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.29M in Q1 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Mount Yale Investment Advisors held 3,260 shares of Elevance Health worth $955K as of Q1 2026.
- Mount Yale Investment Advisors bought 661 Elevance Health shares in Q1 2026, an estimated $217K.
- Elevance Health made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #534 holding.
- Mount Yale Investment Advisors first reported a position in Elevance Health in Q1 2018 and has held it in 33 quarters since.
- Mount Yale Investment Advisors's Elevance Health position peaked at $2.29M in Q1 2025.
- 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.