Patriot Financial Group Insurance Agency’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 | $432K | Sell |
1,118
-1,118
| -50% | -$415K | 0.04% | 332 |
|
|
2026
Q1 | $655K | Buy |
2,236
+803
| +56% | +$264K | 0.04% | 386 |
|
|
2025
Q4 | $502K | Sell |
1,433
-3,029
| -68% | -$1.02M | 0.06% | 289 |
|
|
2025
Q3 | $1.44M | Sell |
4,462
-2,030
| -31% | -$631K | 0.18% | 146 |
|
|
2025
Q2 | $2.53M | Buy |
6,492
+709
| +12% | +$285K | 0.29% | 88 |
|
|
2025
Q1 | $2.52M | Buy |
5,783
+1,293
| +29% | +$519K | 0.34% | 70 |
|
|
2024
Q4 | $1.66M | Buy |
4,490
+478
| +12% | +$200K | 0.22% | 103 |
|
|
2024
Q3 | $2.09M | Hold |
4,012
| – | – | 0.28% | 82 |
|
|
2024
Q2 | $2.17M | Buy |
4,012
+456
| +13% | +$241K | 0.32% | 70 |
|
|
2024
Q1 | $1.84M | Buy |
3,556
+543
| +18% | +$270K | 0.29% | 76 |
|
|
2023
Q4 | $1.42M | Buy |
3,013
+1,123
| +59% | +$519K | 0.27% | 87 |
|
|
2023
Q3 | $823K | Buy |
1,890
+340
| +22% | +$154K | 0.17% | 158 |
|
|
2023
Q2 | $689K | Sell |
1,550
-221
| -12% | -$102K | 0.13% | 185 |
|
|
2023
Q1 | $814K | Buy |
1,771
+70
| +4% | +$33.3K | 0.17% | 145 |
|
|
2022
Q4 | $873K | Buy |
1,701
+106
| +7% | +$53.8K | 0.12% | 122 |
|
|
2022
Q3 | $725K | Buy |
1,595
+94
| +6% | +$45K | 0.18% | 145 |
|
|
2022
Q2 | $724K | Sell |
1,501
-40
| -3% | -$19.8K | 0.15% | 145 |
|
|
2022
Q1 | $757K | Buy |
1,541
+54
| +4% | +$24.7K | 0.13% | 168 |
|
|
2021
Q4 | $689K | Buy |
1,487
+20
| +1% | +$8.41K | 0.11% | 185 |
|
|
2021
Q3 | $547K | Buy |
1,467
+190
| +15% | +$72.2K | 0.1% | 216 |
|
|
2021
Q2 | $488K | Buy |
1,277
+172
| +16% | +$65.7K | 0.09% | 236 |
|
|
2021
Q1 | $397K | Buy |
1,105
+270
| +32% | +$86.8K | 0.09% | 232 |
|
|
2020
Q4 | $268K | Buy |
835
+111
| +15% | +$34.1K | 0.07% | 280 |
|
|
2020
Q3 | $194K | Buy |
724
+49
| +7% | +$13.2K | 0.06% | 271 |
|
|
2020
Q2 | $177K | Buy |
675
+77
| +13% | +$20.5K | 0.07% | 254 |
|
|
2020
Q1 | $136K | Buy |
598
+33
| +6% | +$8.99K | 0.06% | 269 |
|
|
2019
Q4 | $171K | Buy |
565
+43
| +8% | +$11.8K | 0.06% | 243 |
|
|
2019
Q3 | $125K | Sell |
522
-2
| -0.4% | -$548 | 0.06% | 277 |
|
|
2019
Q2 | $147K | Buy |
524
+11
| +2% | +$3K | 0.06% | 236 |
|
|
2019
Q1 | $147K | Hold |
513
| – | – | 0.08% | 208 |
|
|
2018
Q4 | $135K | Buy |
513
+3
| +0.6% | +$825 | 0.09% | 170 |
|
|
2018
Q3 | $140K | Buy |
+510
| New | +$132K | 0.08% | 152 |
|
|
2018
Q2 | – | Sell |
-310
| Closed | -$68K | – | 675 |
|
|
2018
Q1 | $68K | Hold |
310
| – | – | 0.05% | 271 |
|
|
2017
Q4 | $72K | Hold |
310
| – | – | 0.05% | 246 |
|
|
2017
Q3 | $59K | Hold |
310
| – | – | 0.05% | 232 |
|
|
2017
Q2 | $60K | Hold |
310
| – | – | 0.06% | 218 |
|
|
2017
Q1 | $51K | Hold |
310
| – | – | 0.05% | 218 |
|
|
2016
Q4 | $47K | Buy |
+310
| New | +$41.5K | 0.06% | 227 |
|
Other funds holding ELV
AACR
Patriot Financial Group Insurance Agency's ELV Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its Elevance Health (ELV) stake by 50% in Q2 2026, selling an estimated $415K and leaving 1,118 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #332.
Patriot Financial Group Insurance Agency first reported a position in ELV in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.53M in Q2 2025. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Patriot Financial Group Insurance Agency held 1,118 shares of Elevance Health worth $432K as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 1,118 Elevance Health shares in Q2 2026, an estimated $415K.
- Elevance Health made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #332 holding.
- Patriot Financial Group Insurance Agency first reported a position in Elevance Health in Q4 2016 and has held it in 38 quarters since.
- Patriot Financial Group Insurance Agency's Elevance Health position peaked at $2.53M in Q2 2025.
- 917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.