OneDigital 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
Q2 | $3.1M | Buy |
8,013
+866
| +12% | +$321K | 0.03% | 403 |
|
|
2026
Q1 | $2.09M | Buy |
7,147
+1,122
| +19% | +$369K | 0.02% | 466 |
|
|
2025
Q4 | $2.11M | Buy |
6,025
+287
| +5% | +$97K | 0.02% | 444 |
|
|
2025
Q3 | $1.85M | Sell |
5,738
-1,289
| -18% | -$401K | 0.02% | 464 |
|
|
2025
Q2 | $2.73M | Sell |
7,027
-641
| -8% | -$258K | 0.03% | 348 |
|
|
2025
Q1 | $3.34M | Sell |
7,668
-155
| -2% | -$62.2K | 0.04% | 296 |
|
|
2024
Q4 | $2.89M | Buy |
7,823
+795
| +11% | +$333K | 0.03% | 343 |
|
|
2024
Q3 | $3.65M | Buy |
7,028
+941
| +15% | +$503K | 0.04% | 302 |
|
|
2024
Q2 | $3.3M | Sell |
6,087
-1,570
| -21% | -$830K | 0.04% | 308 |
|
|
2024
Q1 | $3.97M | Buy |
7,657
+987
| +15% | +$491K | 0.06% | 223 |
|
|
2023
Q4 | $3.15M | Buy |
6,670
+3,140
| +89% | +$1.45M | 0.06% | 235 |
|
|
2023
Q3 | $1.54M | Buy |
3,530
+485
| +16% | +$220K | 0.03% | 333 |
|
|
2023
Q2 | $1.35M | Sell |
3,045
-339
| -10% | -$156K | 0.03% | 350 |
|
|
2023
Q1 | $1.56M | Buy |
3,384
+1,291
| +62% | +$614K | 0.04% | 317 |
|
|
2022
Q4 | $1.07M | Sell |
2,093
-40
| -2% | -$20.3K | 0.03% | 341 |
|
|
2022
Q3 | $969K | Buy |
2,133
+887
| +71% | +$424K | 0.04% | 303 |
|
|
2022
Q2 | $601K | Sell |
1,246
-110
| -8% | -$54.4K | 0.03% | 374 |
|
|
2022
Q1 | $666K | Sell |
1,356
-8
| -0.6% | -$3.66K | 0.03% | 365 |
|
|
2021
Q4 | $632K | Sell |
1,364
-106
| -7% | -$44.6K | 0.02% | 375 |
|
|
2021
Q3 | $548K | Sell |
1,470
-55
| -4% | -$20.9K | 0.02% | 394 |
|
|
2021
Q2 | $582K | Sell |
1,525
-131
| -8% | -$50.1K | 0.02% | 369 |
|
|
2021
Q1 | $595K | Buy |
1,656
+15
| +0.9% | +$4.82K | 0.03% | 349 |
|
|
2020
Q4 | $527K | Sell |
1,641
-88
| -5% | -$27K | 0.03% | 343 |
|
|
2020
Q3 | $464K | Sell |
1,729
-348
| -17% | -$93.6K | 0.03% | 326 |
|
|
2020
Q2 | $546K | Buy |
2,077
+1
| +0% | +$267 | 0.04% | 296 |
|
|
2020
Q1 | $471K | Sell |
2,076
-10
| -0.5% | -$2.73K | 0.04% | 288 |
|
|
2019
Q4 | $630K | Sell |
2,086
-30
| -1% | -$8.26K | 0.05% | 261 |
|
|
2019
Q3 | $508K | Sell |
2,116
-558
| -21% | -$153K | 0.05% | 272 |
|
|
2019
Q2 | $755K | Buy |
2,674
+2,096
| +363% | +$573K | 0.06% | 192 |
|
|
2019
Q1 | $166K | Hold |
578
| – | – | 0.02% | 302 |
|
|
2018
Q4 | $152K | Buy |
578
+1
| +0.2% | +$275 | 0.03% | 290 |
|
|
2018
Q3 | $158K | Sell |
577
-189
| -25% | -$49.1K | 0.04% | 210 |
|
|
2018
Q2 | $182K | Sell |
766
-189
| -20% | -$43.8K | 0.04% | 231 |
|
|
2018
Q1 | $210K | Buy |
955
+2
| +0.2% | +$470 | 0.05% | 216 |
|
|
2017
Q4 | $214K | Sell |
953
-41
| -4% | -$8.73K | 0.02% | 221 |
|
|
2017
Q3 | $189K | Sell |
994
-2
| -0.2% | -$381 | 0.07% | 152 |
|
|
2017
Q2 | $187K | Buy |
+996
| New | +$179K | 0.06% | 208 |
|
Other funds holding ELV
OneDigital Investment Advisors's ELV Position: Q2 2026 in Review
OneDigital Investment Advisors increased its Elevance Health (ELV) stake by 12% in Q2 2026, buying an estimated $321K and bringing the position to 8,013 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #403.
OneDigital Investment Advisors first reported a position in ELV in Q2 2017 and has held it in 37 quarters since. The position peaked at $3.97M in Q1 2024. 943 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- OneDigital Investment Advisors held 8,013 shares of Elevance Health worth $3.1M as of Q2 2026.
- OneDigital Investment Advisors bought 866 Elevance Health shares in Q2 2026, an estimated $321K.
- Elevance Health made up 0.03% of OneDigital Investment Advisors's portfolio in Q2 2026, its #403 holding.
- OneDigital Investment Advisors first reported a position in Elevance Health in Q2 2017 and has held it in 37 quarters since.
- OneDigital Investment Advisors's Elevance Health position peaked at $3.97M in Q1 2024.
- 943 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.