PKS Advisory Services’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
$284K Buy
+734
New +$272K 0.05% 297
2026
Q1
Sell
-588
Closed -$206K 239
2025
Q4
$206K Buy
+588
New +$199K 0.05% 243
2025
Q3
Sell
-772
Closed -$292K 253
2025
Q2
$292K Sell
772
-154
-17% -$61.9K 0.07% 205
2025
Q1
$324K Buy
926
+294
+47% +$118K 0.09% 170
2024
Q4
$233K Buy
+632
New +$264K 0.06% 214

Other funds holding ELV

PKS Advisory Services's ELV Position: Q2 2026 in Review

PKS Advisory Services opened a new position in Elevance Health (ELV) in Q2 2026: 734 shares worth $284K. The stake represents 0.05% of the portfolio and ranks #297 among its holdings. This is a return to the name: PKS Advisory Services previously reported a position in ELV as recently as Q4 2025.

PKS Advisory Services first reported a position in ELV in Q4 2024 and has held it in 5 quarters since. The position peaked at $324K in Q1 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • PKS Advisory Services held 734 shares of Elevance Health worth $284K as of Q2 2026.
  • Elevance Health was a new PKS Advisory Services position in Q2 2026.
  • Elevance Health made up 0.05% of PKS Advisory Services's portfolio in Q2 2026, its #297 holding.
  • PKS Advisory Services first reported a position in Elevance Health in Q4 2024 and has held it in 5 quarters since.
  • PKS Advisory Services's Elevance Health position peaked at $324K in Q1 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.