Pinnacle Associates’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 | $969K | Sell |
3,311
-267
| -7% | -$87.8K | 0.01% | 525 |
|
|
2025
Q4 | $1.25M | Sell |
3,578
-62
| -2% | -$21K | 0.02% | 482 |
|
|
2025
Q3 | $1.18M | Buy |
3,640
+188
| +5% | +$58.5K | 0.02% | 480 |
|
|
2025
Q2 | $1.34M | Buy |
3,452
+508
| +17% | +$204K | 0.02% | 457 |
|
|
2025
Q1 | $1.28M | Sell |
2,944
-384
| -12% | -$154K | 0.02% | 449 |
|
|
2024
Q4 | $1.23M | Buy |
3,328
+100
| +3% | +$41.8K | 0.02% | 449 |
|
|
2024
Q3 | $1.52M | Sell |
3,228
-808
| -20% | -$432K | 0.03% | 396 |
|
|
2024
Q2 | $2.19M | Buy |
4,036
+800
| +25% | +$423K | 0.03% | 351 |
|
|
2024
Q1 | $1.68M | Buy |
3,236
+8
| +0.2% | +$3.98K | 0.03% | 399 |
|
|
2023
Q4 | $1.52M | Buy |
3,228
+89
| +3% | +$41.2K | 0.03% | 401 |
|
|
2023
Q3 | $1.37M | Sell |
3,139
-40
| -1% | -$18.1K | 0.03% | 412 |
|
|
2023
Q2 | $1.41M | Buy |
3,179
+627
| +25% | +$289K | 0.02% | 412 |
|
|
2023
Q1 | $1.17M | Buy |
2,552
+67
| +3% | +$31.9K | 0.02% | 385 |
|
|
2022
Q4 | $1.27M | Sell |
2,485
-27
| -1% | -$13.7K | 0.03% | 366 |
|
|
2022
Q3 | $1.14M | Buy |
2,512
+260
| +12% | +$124K | 0.03% | 379 |
|
|
2022
Q2 | $1.09M | Buy |
2,252
+88
| +4% | +$43.5K | 0.02% | 390 |
|
|
2022
Q1 | $1.06M | Buy |
2,164
+71
| +3% | +$32.5K | 0.02% | 439 |
|
|
2021
Q4 | $970K | Hold |
2,093
| – | – | 0.02% | 454 |
|
|
2021
Q3 | $780K | Sell |
2,093
-587
| -22% | -$223K | 0.01% | 481 |
|
|
2021
Q2 | $1.02M | Buy |
2,680
+259
| +11% | +$99K | 0.02% | 428 |
|
|
2021
Q1 | $869K | Sell |
2,421
-120
| -5% | -$38.6K | 0.02% | 440 |
|
|
2020
Q4 | $816K | Sell |
2,541
-125
| -5% | -$38.4K | 0.02% | 430 |
|
|
2020
Q3 | $716K | Buy |
2,666
+115
| +5% | +$30.9K | 0.02% | 433 |
|
|
2020
Q2 | $671K | Sell |
2,551
-308
| -11% | -$82.2K | 0.02% | 437 |
|
|
2020
Q1 | $649K | Buy |
2,859
+50
| +2% | +$13.6K | 0.02% | 413 |
|
|
2019
Q4 | $848K | Buy |
2,809
+91
| +3% | +$25K | 0.02% | 445 |
|
|
2019
Q3 | $653K | Sell |
2,718
-118
| -4% | -$32.3K | 0.02% | 484 |
|
|
2019
Q2 | $800K | Buy |
2,836
+710
| +33% | +$194K | 0.02% | 450 |
|
|
2019
Q1 | $610K | Sell |
2,126
-15,729
| -88% | -$4.55M | 0.01% | 498 |
|
|
2018
Q4 | $4.69M | Sell |
17,855
-539
| -3% | -$148K | 0.12% | 192 |
|
|
2018
Q3 | $5.04M | Sell |
18,394
-925
| -5% | -$240K | 0.1% | 209 |
|
|
2018
Q2 | $4.6M | Sell |
19,319
-345
| -2% | -$79.9K | 0.09% | 218 |
|
|
2018
Q1 | $4.32M | Buy |
19,664
+18,542
| +1,653% | +$4.36M | 0.08% | 225 |
|
|
2017
Q4 | $252K | Buy |
+1,122
| New | +$239K | ﹤0.01% | 599 |
|
Other funds holding ELV
VCM
VPM
Pinnacle Associates's ELV Position: Q1 2026 in Review
Pinnacle Associates reduced its Elevance Health (ELV) stake by 7.5% in Q1 2026, selling an estimated $87.8K and leaving 3,311 shares worth $969K. The position accounts for 0.01% of the portfolio, ranked #525.
Pinnacle Associates first reported a position in ELV in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.04M in Q3 2018. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Pinnacle Associates held 3,311 shares of Elevance Health worth $969K as of Q1 2026.
- Pinnacle Associates sold 267 Elevance Health shares in Q1 2026, an estimated $87.8K.
- Elevance Health made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #525 holding.
- Pinnacle Associates first reported a position in Elevance Health in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Associates's Elevance Health position peaked at $5.04M in Q3 2018.
- 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.