N.E.W. Advisory Services’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
$773 Sell
2
-30
-94% -$11.1K ﹤0.01% 944
2026
Q1
$9.41K Sell
32
-32
-50% -$10.5K ﹤0.01% 647
2025
Q4
$22.5K Buy
64
+45
+237% +$15.2K ﹤0.01% 479
2025
Q3
$6.14K Buy
+19
New +$5.91K ﹤0.01% 637

Other funds holding ELV

N.E.W. Advisory Services's ELV Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Elevance Health (ELV) stake by 94% in Q2 2026, selling an estimated $11.1K and leaving 2 shares worth $773. The position accounts for ﹤0.01% of the portfolio, ranked #944.

N.E.W. Advisory Services first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.5K in Q4 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • N.E.W. Advisory Services held 2 shares of Elevance Health worth $773 as of Q2 2026.
  • N.E.W. Advisory Services sold 30 Elevance Health shares in Q2 2026, an estimated $11.1K.
  • Elevance Health made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #944 holding.
  • N.E.W. Advisory Services first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • N.E.W. Advisory Services's Elevance Health position peaked at $22.5K in Q4 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.