Pinnacle Wealth Management Advisory 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 | $504K | Sell |
1,303
-120
| -8% | -$44.5K | 0.03% | 285 |
|
|
2026
Q1 | $417K | Sell |
1,423
-540
| -28% | -$177K | 0.03% | 317 |
|
|
2025
Q4 | $688K | Buy |
1,963
+210
| +12% | +$71K | 0.05% | 209 |
|
|
2025
Q3 | $566K | Sell |
1,753
-120
| -6% | -$37.3K | 0.04% | 212 |
|
|
2025
Q2 | $729K | Buy |
1,873
+286
| +18% | +$115K | 0.06% | 177 |
|
|
2025
Q1 | $690K | Sell |
1,587
-384
| -19% | -$154K | 0.06% | 173 |
|
|
2024
Q4 | $727K | Sell |
1,971
-374
| -16% | -$157K | 0.07% | 163 |
|
|
2024
Q3 | $1.22M | Sell |
2,345
-133
| -5% | -$71.1K | 0.12% | 119 |
|
|
2024
Q2 | $1.34M | Buy |
2,478
+836
| +51% | +$442K | 0.14% | 110 |
|
|
2024
Q1 | $851K | Buy |
1,642
+7
| +0.4% | +$3.48K | 0.09% | 139 |
|
|
2023
Q4 | $771K | Buy |
1,635
+98
| +6% | +$45.3K | 0.09% | 143 |
|
|
2023
Q3 | $669K | Sell |
1,537
-43
| -3% | -$19.5K | 0.09% | 145 |
|
|
2023
Q2 | $702K | Buy |
1,580
+14
| +0.9% | +$6.46K | 0.09% | 147 |
|
|
2023
Q1 | $720K | Buy |
1,566
+62
| +4% | +$29.5K | 0.1% | 144 |
|
|
2022
Q4 | $772K | Sell |
1,504
-36
| -2% | -$18.3K | 0.12% | 128 |
|
|
2022
Q3 | $700K | Buy |
1,540
+260
| +20% | +$124K | 0.12% | 123 |
|
|
2022
Q2 | $618K | Buy |
1,280
+258
| +25% | +$128K | 0.1% | 149 |
|
|
2022
Q1 | $502K | Buy |
1,022
+61
| +6% | +$27.9K | 0.07% | 179 |
|
|
2021
Q4 | $445K | Hold |
961
| – | – | 0.07% | 186 |
|
|
2021
Q3 | $358K | Hold |
961
| – | – | 0.08% | 167 |
|
|
2021
Q2 | $367K | Hold |
961
| – | – | 0.09% | 165 |
|
|
2021
Q1 | $345K | Sell |
961
-20
| -2% | -$6.43K | 0.1% | 143 |
|
|
2020
Q4 | $315K | Hold |
981
| – | – | 0.1% | 141 |
|
|
2020
Q3 | $263K | Hold |
981
| – | – | 0.09% | 153 |
|
|
2020
Q2 | $258K | Buy |
981
+20
| +2% | +$5.34K | 0.1% | 150 |
|
|
2020
Q1 | $218K | Sell |
961
-25
| -3% | -$6.81K | 0.11% | 141 |
|
|
2019
Q4 | $298K | Buy |
986
+91
| +10% | +$25K | 0.11% | 149 |
|
|
2019
Q3 | $215K | Hold |
895
| – | – | 0.09% | 165 |
|
|
2019
Q2 | $253K | Sell |
895
-20
| -2% | -$5.46K | 0.11% | 158 |
|
|
2019
Q1 | $263K | Sell |
915
-2,225
| -71% | -$643K | 0.12% | 150 |
|
|
2018
Q4 | $825K | Sell |
3,140
-150
| -5% | -$41.2K | 0.45% | 72 |
|
|
2018
Q3 | $902K | Sell |
3,290
-125
| -4% | -$32.4K | 0.45% | 69 |
|
|
2018
Q2 | $813K | Sell |
3,415
-50
| -1% | -$11.6K | 0.44% | 68 |
|
|
2018
Q1 | $761K | Buy |
+3,465
| New | +$814K | 0.43% | 67 |
|
Other funds holding ELV
Pinnacle Wealth Management Advisory Group's ELV Position: Q2 2026 in Review
Pinnacle Wealth Management Advisory Group reduced its Elevance Health (ELV) stake by 8.4% in Q2 2026, selling an estimated $44.5K and leaving 1,303 shares worth $504K. The position accounts for 0.03% of the portfolio, ranked #285.
Pinnacle Wealth Management Advisory Group first reported a position in ELV in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.34M in Q2 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Pinnacle Wealth Management Advisory Group held 1,303 shares of Elevance Health worth $504K as of Q2 2026.
- Pinnacle Wealth Management Advisory Group sold 120 Elevance Health shares in Q2 2026, an estimated $44.5K.
- Elevance Health made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #285 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in Elevance Health in Q1 2018 and has held it in 34 quarters since.
- Pinnacle Wealth Management Advisory Group's Elevance Health position peaked at $1.34M in Q2 2024.
- 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.