SeaCrest Wealth Management’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
$203K Sell
525
-742
-59% -$275K 0.02% 525
2026
Q1
$371K Sell
1,267
-71
-5% -$23.3K 0.04% 417
2025
Q4
$491K Sell
1,338
-55
-4% -$18.6K 0.05% 330
2025
Q3
$505K Buy
1,393
+125
+10% +$38.9K 0.05% 310
2025
Q2
$493K Sell
1,268
-1,206
-49% -$485K 0.05% 316
2025
Q1
$1.08M Buy
2,474
+378
+18% +$152K 0.12% 164
2024
Q4
$773K Sell
2,096
-240
-10% -$100K 0.08% 230
2024
Q3
$1.21M Buy
2,336
+41
+2% +$21.9K 0.13% 146
2024
Q2
$1.24M Buy
2,295
+32
+1% +$16.9K 0.14% 138
2024
Q1
$1.17M Sell
2,263
-47
-2% -$23.4K 0.14% 154
2023
Q4
$1.11M Buy
2,310
+95
+4% +$43.9K 0.14% 152
2023
Q3
$964K Buy
2,215
+86
+4% +$39K 0.13% 171
2023
Q2
$946K Sell
2,129
-35
-2% -$16.1K 0.12% 178
2023
Q1
$995K Sell
2,164
-13
-0.6% -$6.19K 0.13% 166
2022
Q4
$1.12M Sell
2,177
-53
-2% -$26.9K 0.16% 146
2022
Q3
$1.01M Buy
2,230
+42
+2% +$20.1K 0.15% 141
2022
Q2
$1.06M Buy
2,188
+53
+2% +$26.2K 0.13% 164
2022
Q1
$1.05M Buy
2,135
+173
+9% +$79.1K 0.12% 184
2021
Q4
$909K Sell
1,962
-21
-1% -$8.84K 0.1% 209
2021
Q3
$739K Sell
1,983
-61
-3% -$23.2K 0.09% 236
2021
Q2
$780K Buy
2,044
+126
+7% +$48.2K 0.09% 233
2021
Q1
$688K Buy
1,918
+46
+2% +$14.8K 0.09% 241
2020
Q4
$601K Buy
1,872
+156
+9% +$47.9K 0.08% 252
2020
Q3
$461K Sell
1,716
-32
-2% -$8.61K 0.07% 268
2020
Q2
$460K Buy
1,748
+11
+0.6% +$2.94K 0.08% 264
2020
Q1
$394K Sell
1,737
-163
-9% -$44.4K 0.08% 260
2019
Q4
$574K Buy
1,900
+5
+0.3% +$1.38K 0.1% 243
2019
Q3
$455K Sell
1,895
-16
-0.8% -$4.38K 0.09% 279
2019
Q2
$539K Buy
1,911
+54
+3% +$14.8K 0.11% 225
2019
Q1
$533K Buy
1,857
+7
+0.4% +$2.02K 0.09% 221
2018
Q4
$486K Sell
1,850
-156
-8% -$42.9K 0.1% 207
2018
Q3
$550K Buy
2,006
+56
+3% +$14.5K 0.09% 237
2018
Q2
$464K Buy
1,950
+115
+6% +$26.6K 0.08% 263
2018
Q1
$403K Sell
1,835
-45
-2% -$10.6K 0.07% 293
2017
Q4
$423K Buy
+1,880
New +$400K 0.08% 281

Other funds holding ELV

SeaCrest Wealth Management's ELV Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Elevance Health (ELV) stake by 59% in Q2 2026, selling an estimated $275K and leaving 525 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #525.

SeaCrest Wealth Management first reported a position in ELV in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.24M in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • SeaCrest Wealth Management held 525 shares of Elevance Health worth $203K as of Q2 2026.
  • SeaCrest Wealth Management sold 742 Elevance Health shares in Q2 2026, an estimated $275K.
  • Elevance Health made up 0.02% of SeaCrest Wealth Management's portfolio in Q2 2026, its #525 holding.
  • SeaCrest Wealth Management first reported a position in Elevance Health in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's Elevance Health position peaked at $1.24M in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.