Sequoia Financial Advisors’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 | $6.35M | Buy |
16,432
+9,807
| +148% | +$3.64M | 0.03% | 309 |
|
|
2026
Q1 | $1.94M | Sell |
6,625
-2,327
| -26% | -$765K | 0.01% | 615 |
|
|
2025
Q4 | $3.14M | Buy |
8,952
+1,435
| +19% | +$485K | 0.02% | 440 |
|
|
2025
Q3 | $2.43M | Buy |
7,517
+637
| +9% | +$198K | 0.01% | 468 |
|
|
2025
Q2 | $2.68M | Buy |
6,880
+163
| +2% | +$65.6K | 0.02% | 402 |
|
|
2025
Q1 | $2.92M | Buy |
6,717
+913
| +16% | +$367K | 0.02% | 363 |
|
|
2024
Q4 | $2.14M | Sell |
5,804
-861
| -13% | -$360K | 0.02% | 392 |
|
|
2024
Q3 | $3.47M | Buy |
6,665
+337
| +5% | +$180K | 0.04% | 270 |
|
|
2024
Q2 | $3.43M | Buy |
6,328
+253
| +4% | +$134K | 0.04% | 239 |
|
|
2024
Q1 | $3.15M | Sell |
6,075
-3,859
| -39% | -$1.92M | 0.04% | 256 |
|
|
2023
Q4 | $4.68M | Buy |
9,934
+5,047
| +103% | +$2.33M | 0.06% | 217 |
|
|
2023
Q3 | $2.13M | Buy |
4,887
+266
| +6% | +$121K | 0.04% | 221 |
|
|
2023
Q2 | $2.05M | Buy |
4,621
+114
| +3% | +$52.6K | 0.04% | 233 |
|
|
2023
Q1 | $2.07M | Buy |
4,507
+146
| +3% | +$69.5K | 0.05% | 215 |
|
|
2022
Q4 | $2.24M | Buy |
4,361
+1,311
| +43% | +$666K | 0.06% | 193 |
|
|
2022
Q3 | $1.39M | Sell |
3,050
-652
| -18% | -$312K | 0.04% | 185 |
|
|
2022
Q2 | $1.79M | Buy |
3,702
+282
| +8% | +$140K | 0.05% | 189 |
|
|
2022
Q1 | $1.68M | Buy |
3,420
+768
| +29% | +$351K | 0.04% | 203 |
|
|
2021
Q4 | $1.23M | Buy |
+2,652
| New | +$1.12M | 0.03% | 221 |
|
|
2021
Q3 | – | Sell |
-2,493
| Closed | -$952K | – | 315 |
|
|
2021
Q2 | $952K | Buy |
2,493
+815
| +49% | +$311K | 0.03% | 209 |
|
|
2021
Q1 | $602K | Buy |
1,678
+236
| +16% | +$75.9K | 0.03% | 233 |
|
|
2020
Q4 | $463K | Sell |
1,442
-1
| -0.1% | -$307 | 0.02% | 257 |
|
|
2020
Q3 | $388K | Buy |
1,443
+2
| +0.1% | +$538 | 0.02% | 258 |
|
|
2020
Q2 | $379K | Buy |
1,441
+42
| +3% | +$11.2K | 0.02% | 259 |
|
|
2020
Q1 | $318K | Buy |
1,399
+136
| +11% | +$37.1K | 0.02% | 259 |
|
|
2019
Q4 | $381K | Buy |
+1,263
| New | +$348K | 0.02% | 261 |
|
|
2019
Q3 | – | Sell |
-805
| Closed | -$227K | – | 368 |
|
|
2019
Q2 | $227K | Sell |
805
-112
| -12% | -$30.6K | 0.02% | 329 |
|
|
2019
Q1 | $263K | Buy |
917
+80
| +10% | +$23.1K | 0.02% | 298 |
|
|
2018
Q4 | $220K | Sell |
837
-31
| -4% | -$8.52K | 0.03% | 255 |
|
|
2018
Q3 | $238K | Sell |
868
-52
| -6% | -$13.5K | 0.02% | 269 |
|
|
2018
Q2 | $219K | Buy |
+920
| New | +$213K | 0.02% | 281 |
|
Other funds holding ELV
Sequoia Financial Advisors's ELV Position: Q2 2026 in Review
Sequoia Financial Advisors increased its Elevance Health (ELV) stake by 148% in Q2 2026, buying an estimated $3.64M and bringing the position to 16,432 shares worth $6.35M. The position accounts for 0.03% of the portfolio, ranked #309.
Sequoia Financial Advisors first reported a position in ELV in Q2 2018 and has held it in 31 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Sequoia Financial Advisors held 16,432 shares of Elevance Health worth $6.35M as of Q2 2026.
- Sequoia Financial Advisors bought 9,807 Elevance Health shares in Q2 2026, an estimated $3.64M.
- Elevance Health made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #309 holding.
- Sequoia Financial Advisors first reported a position in Elevance Health in Q2 2018 and has held it in 31 quarters since.
- 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.