Patton Albertson Miller Group’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 | $297K | Sell |
769
-13
| -2% | -$4.82K | 0.03% | 186 |
|
|
2026
Q1 | $229K | Sell |
782
-17
| -2% | -$5.59K | 0.03% | 200 |
|
|
2025
Q4 | $280K | Hold |
799
| – | – | 0.03% | 192 |
|
|
2025
Q3 | $258K | Sell |
799
-1,616
| -67% | -$503K | 0.03% | 189 |
|
|
2025
Q2 | $939K | Buy |
2,415
+5
| +0.2% | +$2.01K | 0.12% | 121 |
|
|
2025
Q1 | $1.05M | Hold |
2,410
| – | – | 0.16% | 113 |
|
|
2024
Q4 | $889K | Sell |
2,410
-17
| -0.7% | -$7.11K | 0.12% | 119 |
|
|
2024
Q3 | $1.26M | Hold |
2,427
| – | – | 0.17% | 101 |
|
|
2024
Q2 | $1.32M | Buy |
2,427
+1,567
| +182% | +$828K | 0.19% | 99 |
|
|
2024
Q1 | $446K | Sell |
860
-25
| -3% | -$12.4K | 0.07% | 148 |
|
|
2023
Q4 | $417K | Sell |
885
-9
| -1% | -$4.16K | 0.07% | 155 |
|
|
2023
Q3 | $389K | Buy |
894
+11
| +1% | +$4.99K | 0.08% | 152 |
|
|
2023
Q2 | $392K | Sell |
883
-75
| -8% | -$34.6K | 0.08% | 152 |
|
|
2023
Q1 | $440K | Hold |
958
| – | – | 0.08% | 159 |
|
|
2022
Q4 | $491K | Sell |
958
-90
| -9% | -$45.7K | 0.09% | 161 |
|
|
2022
Q3 | $476K | Hold |
1,048
| – | – | 0.1% | 158 |
|
|
2022
Q2 | $506K | Sell |
1,048
-95
| -8% | -$47K | 0.1% | 160 |
|
|
2022
Q1 | $561K | Sell |
1,143
-95
| -8% | -$43.4K | 0.1% | 165 |
|
|
2021
Q4 | $574K | Hold |
1,238
| – | – | 0.09% | 171 |
|
|
2021
Q3 | $462K | Sell |
1,238
-408
| -25% | -$155K | 0.09% | 177 |
|
|
2021
Q2 | $628K | Sell |
1,646
-7
| -0.4% | -$2.67K | 0.14% | 126 |
|
|
2021
Q1 | $593K | Sell |
1,653
-50
| -3% | -$16.1K | 0.14% | 129 |
|
|
2020
Q4 | $493K | Sell |
1,703
-40
| -2% | -$12.3K | 0.12% | 145 |
|
|
2020
Q3 | $468K | Sell |
1,743
-168
| -9% | -$45.2K | 0.13% | 146 |
|
|
2020
Q2 | $503K | Hold |
1,911
| – | – | 0.15% | 141 |
|
|
2020
Q1 | $434K | Sell |
1,911
-75
| -4% | -$20.4K | 0.15% | 144 |
|
|
2019
Q4 | $600K | Sell |
1,986
-72
| -3% | -$19.8K | 0.16% | 138 |
|
|
2019
Q3 | $494K | Sell |
2,058
-533
| -21% | -$146K | 0.14% | 158 |
|
|
2019
Q2 | $744K | Buy |
2,591
+192
| +8% | +$52.4K | 0.21% | 126 |
|
|
2019
Q1 | $688K | Sell |
2,399
-170
| -7% | -$49.2K | 0.35% | 76 |
|
|
2018
Q4 | $776K | Hold |
2,569
| – | – | 0.41% | 64 |
|
|
2018
Q3 | $682K | Sell |
2,569
-53
| -2% | -$13.8K | 0.35% | 79 |
|
|
2018
Q2 | $624K | Buy |
2,622
+246
| +10% | +$57K | 0.31% | 83 |
|
|
2018
Q1 | $522K | Sell |
2,376
-535
| -18% | -$126K | 0.23% | 86 |
|
|
2017
Q4 | $655K | Sell |
2,911
-120
| -4% | -$25.6K | 0.27% | 87 |
|
|
2017
Q3 | $585K | Sell |
3,031
-145
| -5% | -$27.6K | 0.26% | 92 |
|
|
2017
Q2 | $593K | Sell |
3,176
-1,128
| -26% | -$203K | 0.26% | 89 |
|
|
2017
Q1 | $765K | Sell |
4,304
-4,623
| -52% | -$735K | 0.32% | 84 |
|
|
2016
Q4 | $1.28M | Sell |
8,927
-420
| -4% | -$56.2K | 0.55% | 58 |
|
|
2016
Q3 | $1.17M | Sell |
9,347
-1,149
| -11% | -$148K | 0.52% | 61 |
|
|
2016
Q2 | $1.38M | Sell |
10,496
-2,115
| -17% | -$289K | 0.62% | 48 |
|
|
2016
Q1 | $1.75M | Sell |
12,611
-264
| -2% | -$35.3K | 0.88% | 37 |
|
|
2015
Q4 | $1.79M | Sell |
12,875
-590
| -4% | -$81.3K | 0.9% | 38 |
|
|
2015
Q3 | $1.88M | Sell |
13,465
-6,455
| -32% | -$970K | 1% | 34 |
|
|
2015
Q2 | $3.27M | Sell |
19,920
-3,705
| -16% | -$592K | 1.43% | 20 |
|
|
2015
Q1 | $3.65M | Buy |
+23,625
| New | +$3.36M | 1.48% | 10 |
|
|
2014
Q4 | – | Sell |
-29,767
| Closed | -$3.6M | – | 149 |
|
|
2014
Q3 | $3.6M | Sell |
29,767
-10,437
| -26% | -$1.2M | 1.88% | 7 |
|
|
2014
Q2 | $4.32M | Sell |
40,204
-3,159
| -7% | -$325K | 2.19% | 4 |
|
|
2014
Q1 | $4.32M | Sell |
43,363
-2,457
| -5% | -$222K | 2.28% | 8 |
|
|
2013
Q4 | $4.23M | Sell |
45,820
-371
| -0.8% | -$33K | 2.49% | 8 |
|
|
2013
Q3 | $3.86M | Buy |
46,191
+400
| +0.9% | +$34.3K | 2.3% | 10 |
|
|
2013
Q2 | $3.75M | Buy |
+45,791
| New | +$3.43M | 2.27% | 10 |
|
Other funds holding ELV
HGIM
DC
CF
MIHAS
MR
Patton Albertson Miller Group's ELV Position: Q2 2026 in Review
Patton Albertson Miller Group reduced its Elevance Health (ELV) stake by 1.7% in Q2 2026, selling an estimated $4.82K and leaving 769 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #186.
Patton Albertson Miller Group first reported a position in ELV in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.32M in Q2 2014. 423 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Patton Albertson Miller Group held 769 shares of Elevance Health worth $297K as of Q2 2026.
- Patton Albertson Miller Group sold 13 Elevance Health shares in Q2 2026, an estimated $4.82K.
- Elevance Health made up 0.03% of Patton Albertson Miller Group's portfolio in Q2 2026, its #186 holding.
- Patton Albertson Miller Group first reported a position in Elevance Health in Q2 2013 and has held it in 52 quarters since.
- Patton Albertson Miller Group's Elevance Health position peaked at $4.32M in Q2 2014.
- 423 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.