Sigma Planning Corp’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
Q1 | $455K | Sell |
1,553
-19
| -1% | -$6.25K | 0.01% | 874 |
|
|
2025
Q4 | $551K | Sell |
1,572
-90
| -5% | -$30.4K | 0.02% | 760 |
|
|
2025
Q3 | $537K | Sell |
1,662
-233
| -12% | -$72.5K | 0.02% | 786 |
|
|
2025
Q2 | $737K | Sell |
1,895
-299
| -14% | -$120K | 0.02% | 621 |
|
|
2025
Q1 | $955K | Buy |
2,194
+174
| +9% | +$69.8K | 0.03% | 509 |
|
|
2024
Q4 | $745K | Sell |
2,020
-365
| -15% | -$153K | 0.02% | 589 |
|
|
2024
Q3 | $1.24M | Buy |
2,385
+109
| +5% | +$58.2K | 0.04% | 425 |
|
|
2024
Q2 | $1.23M | Buy |
2,276
+39
| +2% | +$20.6K | 0.04% | 418 |
|
|
2024
Q1 | $1.16M | Buy |
2,237
+1,578
| +239% | +$785K | 0.04% | 457 |
|
|
2023
Q4 | $311K | Sell |
659
-461
| -41% | -$213K | 0.02% | 609 |
|
|
2023
Q3 | $488K | Sell |
1,120
-830
| -43% | -$376K | 0.02% | 731 |
|
|
2023
Q2 | $866K | Sell |
1,950
-398
| -17% | -$184K | 0.03% | 523 |
|
|
2023
Q1 | $1.08M | Buy |
2,348
+601
| +34% | +$286K | 0.04% | 478 |
|
|
2022
Q4 | $896K | Sell |
1,747
-367
| -17% | -$186K | 0.03% | 531 |
|
|
2022
Q3 | $960K | Sell |
2,114
-69
| -3% | -$33K | 0.04% | 476 |
|
|
2022
Q2 | $1.05M | Buy |
2,183
+63
| +3% | +$31.2K | 0.04% | 443 |
|
|
2022
Q1 | $1.04M | Sell |
2,120
-180
| -8% | -$82.3K | 0.03% | 517 |
|
|
2021
Q4 | $1.07M | Sell |
2,300
-15
| -0.6% | -$6.31K | 0.03% | 526 |
|
|
2021
Q3 | $863K | Sell |
2,315
-106
| -4% | -$40.3K | 0.03% | 600 |
|
|
2021
Q2 | $925K | Buy |
2,421
+509
| +27% | +$195K | 0.03% | 583 |
|
|
2021
Q1 | $686K | Buy |
1,912
+221
| +13% | +$71.1K | 0.02% | 637 |
|
|
2020
Q4 | $543K | Sell |
1,691
-433
| -20% | -$133K | 0.02% | 666 |
|
|
2020
Q3 | $571K | Sell |
2,124
-203
| -9% | -$54.6K | 0.02% | 564 |
|
|
2020
Q2 | $612K | Buy |
2,327
+586
| +34% | +$156K | 0.03% | 520 |
|
|
2020
Q1 | $395K | Buy |
1,741
+86
| +5% | +$23.4K | 0.02% | 558 |
|
|
2019
Q4 | $500K | Sell |
1,655
-164
| -9% | -$45.1K | 0.02% | 598 |
|
|
2019
Q3 | $437K | Sell |
1,819
-744
| -29% | -$204K | 0.02% | 622 |
|
|
2019
Q2 | $724K | Sell |
2,563
-8,999
| -78% | -$2.46M | 0.04% | 433 |
|
|
2019
Q1 | $3.32M | Buy |
11,562
+9,913
| +601% | +$2.87M | 0.19% | 131 |
|
|
2018
Q4 | $433K | Sell |
1,649
-1,147
| -41% | -$315K | 0.03% | 487 |
|
|
2018
Q3 | $766K | Buy |
2,796
+52
| +2% | +$13.5K | 0.05% | 359 |
|
|
2018
Q2 | $653K | Sell |
2,744
-203
| -7% | -$47K | 0.04% | 387 |
|
|
2018
Q1 | $648K | Buy |
2,947
+1,076
| +58% | +$253K | 0.05% | 365 |
|
|
2017
Q4 | $421K | Buy |
1,871
+110
| +6% | +$23.4K | 0.03% | 490 |
|
|
2017
Q3 | $334K | Buy |
1,761
+349
| +25% | +$66.4K | 0.03% | 565 |
|
|
2017
Q2 | $266K | Buy |
1,412
+119
| +9% | +$21.4K | 0.03% | 604 |
|
|
2017
Q1 | $214K | Buy |
+1,293
| New | +$206K | 0.02% | 681 |
|
|
2016
Q3 | – | Sell |
-1,546
| Closed | -$203K | – | 757 |
|
|
2016
Q2 | $203K | Buy |
1,546
+83
| +6% | +$11.4K | 0.03% | 613 |
|
|
2016
Q1 | $203K | Buy |
1,463
+4
| +0.3% | +$535 | 0.03% | 595 |
|
|
2015
Q4 | $203K | Buy |
+1,459
| New | +$201K | 0.03% | 603 |
|
Other funds holding ELV
VCM
VPM
Sigma Planning Corp's ELV Position: Q1 2026 in Review
Sigma Planning Corp reduced its Elevance Health (ELV) stake by 1.2% in Q1 2026, selling an estimated $6.25K and leaving 1,553 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #874.
Sigma Planning Corp first reported a position in ELV in Q4 2015 and has held it in 40 quarters since. The position peaked at $3.32M in Q1 2019. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Sigma Planning Corp held 1,553 shares of Elevance Health worth $455K as of Q1 2026.
- Sigma Planning Corp sold 19 Elevance Health shares in Q1 2026, an estimated $6.25K.
- Elevance Health made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #874 holding.
- Sigma Planning Corp first reported a position in Elevance Health in Q4 2015 and has held it in 40 quarters since.
- Sigma Planning Corp's Elevance Health position peaked at $3.32M in Q1 2019.
- 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.