Mutual 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 | $696K | Buy |
2,378
+88
| +4% | +$28.9K | 0.01% | 730 |
|
|
2025
Q4 | $803K | Buy |
2,290
+32
| +1% | +$10.8K | 0.02% | 666 |
|
|
2025
Q3 | $782K | Sell |
2,258
-112
| -5% | -$34.8K | 0.02% | 667 |
|
|
2025
Q2 | $685K | Buy |
2,370
+345
| +17% | +$139K | 0.02% | 653 |
|
|
2025
Q1 | $854K | Sell |
2,025
-138
| -6% | -$55.4K | 0.02% | 505 |
|
|
2024
Q4 | $833K | Buy |
2,163
+52
| +2% | +$21.8K | 0.02% | 540 |
|
|
2024
Q3 | $885K | Sell |
2,111
-759
| -26% | -$405K | 0.03% | 524 |
|
|
2024
Q2 | $1.52M | Buy |
2,870
+187
| +7% | +$98.8K | 0.05% | 342 |
|
|
2024
Q1 | $1.39M | Buy |
2,683
+474
| +21% | +$236K | 0.04% | 368 |
|
|
2023
Q4 | $1.04M | Sell |
2,209
-6
| -0.3% | -$2.77K | 0.04% | 444 |
|
|
2023
Q3 | $965K | Buy |
2,215
+440
| +25% | +$200K | 0.04% | 432 |
|
|
2023
Q2 | $788K | Sell |
1,775
-152
| -8% | -$70.1K | 0.03% | 506 |
|
|
2023
Q1 | $886K | Buy |
1,927
+239
| +14% | +$114K | 0.04% | 456 |
|
|
2022
Q4 | $866K | Buy |
1,688
+17
| +1% | +$8.63K | 0.04% | 446 |
|
|
2022
Q3 | $759K | Buy |
1,671
+61
| +4% | +$29.2K | 0.04% | 443 |
|
|
2022
Q2 | $777K | Buy |
1,610
+64
| +4% | +$31.7K | 0.05% | 410 |
|
|
2022
Q1 | $759K | Sell |
1,546
-287
| -16% | -$131K | 0.04% | 458 |
|
|
2021
Q4 | $850K | Sell |
1,833
-129
| -7% | -$54.3K | 0.05% | 434 |
|
|
2021
Q3 | $732K | Sell |
1,962
-22
| -1% | -$8.36K | 0.04% | 430 |
|
|
2021
Q2 | $757K | Buy |
1,984
+51
| +3% | +$19.5K | 0.04% | 426 |
|
|
2021
Q1 | $694K | Sell |
1,933
-130
| -6% | -$41.8K | 0.05% | 411 |
|
|
2020
Q4 | $662K | Sell |
2,063
-945
| -31% | -$290K | 0.05% | 409 |
|
|
2020
Q3 | $808K | Sell |
3,008
-2,363
| -44% | -$636K | 0.07% | 296 |
|
|
2020
Q2 | $1.41M | Buy |
5,371
+29
| +0.5% | +$7.74K | 0.14% | 171 |
|
|
2020
Q1 | $1.21M | Buy |
5,342
+734
| +16% | +$200K | 0.16% | 158 |
|
|
2019
Q4 | $1.39M | Buy |
4,608
+717
| +18% | +$197K | 0.15% | 169 |
|
|
2019
Q3 | $934K | Buy |
3,891
+127
| +3% | +$34.8K | 0.12% | 210 |
|
|
2019
Q2 | $1.06M | Sell |
3,764
-75
| -2% | -$20.5K | 0.14% | 188 |
|
|
2019
Q1 | $1.1M | Buy |
3,839
+103
| +3% | +$29.8K | 0.16% | 154 |
|
|
2018
Q4 | $981K | Hold |
3,736
| – | – | 0.19% | 132 |
|
|
2018
Q3 | $1.02M | Buy |
+3,736
| New | +$970K | 0.16% | 162 |
|
Other funds holding ELV
VCM
VPM
Mutual Advisors's ELV Position: Q1 2026 in Review
Mutual Advisors increased its Elevance Health (ELV) stake by 3.8% in Q1 2026, buying an estimated $28.9K and bringing the position to 2,378 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #730.
Mutual Advisors first reported a position in ELV in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.52M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Mutual Advisors held 2,378 shares of Elevance Health worth $696K as of Q1 2026.
- Mutual Advisors bought 88 Elevance Health shares in Q1 2026, an estimated $28.9K.
- Elevance Health made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #730 holding.
- Mutual Advisors first reported a position in Elevance Health in Q3 2018 and has held it in 31 quarters since.
- Mutual Advisors's Elevance Health position peaked at $1.52M in Q2 2024.
- 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.