Shufro Rose & Co’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 | $483K | Hold |
1,250
| – | – | 0.03% | 191 |
|
|
2026
Q1 | $366K | Hold |
1,250
| – | – | 0.02% | 215 |
|
|
2025
Q4 | $438K | Hold |
1,250
| – | – | 0.03% | 192 |
|
|
2025
Q3 | $544K | Hold |
1,250
| – | – | 0.04% | 170 |
|
|
2025
Q2 | $544K | Hold |
1,250
| – | – | 0.04% | 168 |
|
|
2025
Q1 | $544K | Hold |
1,250
| – | – | 0.04% | 171 |
|
|
2024
Q4 | $461K | Sell |
1,250
-13
| -1% | -$5.44K | 0.04% | 181 |
|
|
2024
Q3 | $684K | Hold |
1,263
| – | – | 0.06% | 143 |
|
|
2024
Q2 | $684K | Sell |
1,263
-12
| -0.9% | -$6.34K | 0.06% | 143 |
|
|
2024
Q1 | $661K | Sell |
1,275
-25
| -2% | -$12.4K | 0.05% | 140 |
|
|
2023
Q4 | $566K | Hold |
1,300
| – | – | 0.05% | 149 |
|
|
2023
Q3 | $566K | Hold |
1,300
| – | – | 0.05% | 148 |
|
|
2023
Q2 | $578K | Hold |
1,300
| – | – | 0.05% | 150 |
|
|
2023
Q1 | $598K | Sell |
1,300
-100
| -7% | -$47.6K | 0.06% | 154 |
|
|
2022
Q4 | $718K | Sell |
1,400
-12
| -0.8% | -$6.09K | 0.06% | 136 |
|
|
2022
Q3 | $641K | Hold |
1,412
| – | – | 0.06% | 137 |
|
|
2022
Q2 | $681K | Sell |
1,412
-16
| -1% | -$7.92K | 0.06% | 139 |
|
|
2022
Q1 | $701K | Buy |
1,428
+16
| +1% | +$7.31K | 0.05% | 152 |
|
|
2021
Q4 | $655K | Hold |
1,412
| – | – | 0.05% | 160 |
|
|
2021
Q3 | $526K | Hold |
1,412
| – | – | 0.04% | 165 |
|
|
2021
Q2 | $539K | Buy |
1,412
+12
| +0.9% | +$4.59K | 0.04% | 154 |
|
|
2021
Q1 | $503K | Sell |
1,400
-25
| -2% | -$8.04K | 0.04% | 161 |
|
|
2020
Q4 | $458K | Sell |
1,425
-25
| -2% | -$7.67K | 0.04% | 167 |
|
|
2020
Q3 | $389K | Hold |
1,450
| – | – | 0.04% | 178 |
|
|
2020
Q2 | $381K | Hold |
1,450
| – | – | 0.04% | 181 |
|
|
2020
Q1 | $329K | Sell |
1,450
-118
| -8% | -$32.2K | 0.04% | 185 |
|
|
2019
Q4 | $474K | Sell |
1,568
-200
| -11% | -$55K | 0.04% | 171 |
|
|
2019
Q3 | $424K | Hold |
1,768
| – | – | 0.04% | 174 |
|
|
2019
Q2 | $499K | Hold |
1,768
| – | – | 0.05% | 160 |
|
|
2019
Q1 | $507K | Hold |
1,768
| – | – | 0.05% | 161 |
|
|
2018
Q4 | $464K | Buy |
1,768
+56
| +3% | +$15.4K | 0.05% | 162 |
|
|
2018
Q3 | $469K | Hold |
1,712
| – | – | 0.04% | 178 |
|
|
2018
Q2 | $408K | Buy |
1,712
+62
| +4% | +$14.4K | 0.04% | 186 |
|
|
2018
Q1 | $363K | Hold |
1,650
| – | – | 0.04% | 201 |
|
|
2017
Q4 | $371K | Hold |
1,650
| – | – | 0.04% | 195 |
|
|
2017
Q3 | $313K | Hold |
1,650
| – | – | 0.03% | 218 |
|
|
2017
Q2 | $310K | Sell |
1,650
-1,600
| -49% | -$287K | 0.03% | 202 |
|
|
2017
Q1 | $537K | Hold |
3,250
| – | – | 0.06% | 153 |
|
|
2016
Q4 | $467K | Hold |
3,250
| – | – | 0.05% | 161 |
|
|
2016
Q3 | $407K | Hold |
3,250
| – | – | 0.05% | 171 |
|
|
2016
Q2 | $427K | Sell |
3,250
-300
| -8% | -$41K | 0.05% | 171 |
|
|
2016
Q1 | $493K | Sell |
3,550
-1,100
| -24% | -$147K | 0.06% | 162 |
|
|
2015
Q4 | $648K | Hold |
4,650
| – | – | 0.07% | 141 |
|
|
2015
Q3 | $651K | Sell |
4,650
-400
| -8% | -$60.1K | 0.08% | 142 |
|
|
2015
Q2 | $828K | Hold |
5,050
| – | – | 0.09% | 132 |
|
|
2015
Q1 | $779K | Sell |
5,050
-400
| -7% | -$57K | 0.08% | 137 |
|
|
2014
Q4 | $684K | Hold |
5,450
| – | – | 0.07% | 143 |
|
|
2014
Q3 | $651K | Sell |
5,450
-950
| -15% | -$109K | 0.07% | 151 |
|
|
2014
Q2 | $688K | Hold |
6,400
| – | – | 0.07% | 143 |
|
|
2014
Q1 | $637K | Hold |
6,400
| – | – | 0.07% | 149 |
|
|
2013
Q4 | $591K | Hold |
6,400
| – | – | 0.06% | 153 |
|
|
2013
Q3 | $535K | Hold |
6,400
| – | – | 0.06% | 149 |
|
|
2013
Q2 | $523K | Buy |
+6,400
| New | +$479K | 0.06% | 150 |
|
Other funds holding ELV
Shufro Rose & Co's ELV Position: Q2 2026 in Review
Shufro Rose & Co held its Elevance Health (ELV) position steady in Q2 2026 at 1,250 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #191.
Shufro Rose & Co first reported a position in ELV in Q2 2013 and has held it in 53 quarters since. The position peaked at $828K in Q2 2015. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Shufro Rose & Co held 1,250 shares of Elevance Health worth $483K as of Q2 2026.
- Shufro Rose & Co left its Elevance Health share count unchanged in Q2 2026.
- Elevance Health made up 0.03% of Shufro Rose & Co's portfolio in Q2 2026, its #191 holding.
- Shufro Rose & Co first reported a position in Elevance Health in Q2 2013 and has held it in 53 quarters since.
- Shufro Rose & Co's Elevance Health position peaked at $828K in Q2 2015.
- 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.