Signature Estate & Investment 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 | $793K | Sell |
2,049
-35
| -2% | -$13K | 0.01% | 333 |
|
|
2026
Q1 | $610K | Sell |
2,084
-10
| -0.5% | -$3.29K | 0.01% | 378 |
|
|
2025
Q4 | $734K | Sell |
2,094
-238
| -10% | -$80.4K | 0.01% | 310 |
|
|
2025
Q3 | $753K | Sell |
2,332
-312
| -12% | -$97K | 0.02% | 294 |
|
|
2025
Q2 | $1.03M | Sell |
2,644
-4
| -0.2% | -$1.61K | 0.02% | 233 |
|
|
2025
Q1 | $1.15M | Sell |
2,648
-3,683
| -58% | -$1.48M | 0.03% | 190 |
|
|
2024
Q4 | $2.34M | Buy |
6,331
+116
| +2% | +$48.5K | 0.06% | 119 |
|
|
2024
Q3 | $3.23M | Sell |
6,215
-1,880
| -23% | -$1M | 0.07% | 91 |
|
|
2024
Q2 | $4.39M | Buy |
8,095
+375
| +5% | +$198K | 0.11% | 78 |
|
|
2024
Q1 | $4M | Buy |
7,720
+503
| +7% | +$250K | 0.11% | 61 |
|
|
2023
Q4 | $3.4M | Buy |
7,217
+4,998
| +225% | +$2.31M | 0.1% | 63 |
|
|
2023
Q3 | $966K | Buy |
2,219
+1
| +0% | +$454 | 0.03% | 96 |
|
|
2023
Q2 | $986K | Hold |
2,218
| – | – | 0.03% | 99 |
|
|
2023
Q1 | $1.02M | Buy |
2,218
+410
| +23% | +$195K | 0.04% | 94 |
|
|
2022
Q4 | $928K | Sell |
1,808
-4
| -0.2% | -$2.03K | 0.03% | 99 |
|
|
2022
Q3 | $824K | Buy |
1,812
+10
| +0.6% | +$4.79K | 0.04% | 96 |
|
|
2022
Q2 | $870K | Sell |
1,802
-11
| -0.6% | -$5.44K | 0.04% | 97 |
|
|
2022
Q1 | $890K | Buy |
1,813
+97
| +6% | +$44.3K | 0.04% | 96 |
|
|
2021
Q4 | $796K | Buy |
1,716
+5
| +0.3% | +$2.1K | 0.04% | 97 |
|
|
2021
Q3 | $638K | Buy |
1,711
+6
| +0.4% | +$2.28K | 0.03% | 103 |
|
|
2021
Q2 | $651K | Sell |
1,705
-28
| -2% | -$10.7K | 0.03% | 100 |
|
|
2021
Q1 | $622K | Buy |
1,733
+4
| +0.2% | +$1.29K | 0.03% | 110 |
|
|
2020
Q4 | $555K | Hold |
1,729
| – | – | 0.03% | 108 |
|
|
2020
Q3 | $465K | Hold |
1,729
| – | – | 0.03% | 108 |
|
|
2020
Q2 | $455K | Buy |
1,729
+26
| +2% | +$6.94K | 0.03% | 101 |
|
|
2020
Q1 | $387K | Sell |
1,703
-58
| -3% | -$15.8K | 0.03% | 105 |
|
|
2019
Q4 | $532K | Buy |
1,761
+330
| +23% | +$90.8K | 0.03% | 110 |
|
|
2019
Q3 | $344K | Buy |
1,431
+45
| +3% | +$12.3K | 0.02% | 121 |
|
|
2019
Q2 | $391K | Sell |
1,386
-10
| -0.7% | -$2.73K | 0.03% | 123 |
|
|
2019
Q1 | $400K | Buy |
1,396
+25
| +2% | +$7.23K | 0.03% | 122 |
|
|
2018
Q4 | $360K | Buy |
1,371
+1
| +0.1% | +$275 | 0.03% | 123 |
|
|
2018
Q3 | $376K | Buy |
1,370
+10
| +0.7% | +$2.6K | 0.03% | 106 |
|
|
2018
Q2 | $324K | Buy |
+1,360
| New | +$315K | 0.03% | 118 |
|
|
2017
Q4 | – | Sell |
-971
| Closed | -$184K | – | 162 |
|
|
2017
Q3 | $184K | Buy |
+971
| New | +$185K | 0.02% | 131 |
|
Other funds holding ELV
Signature Estate & Investment Advisors's ELV Position: Q2 2026 in Review
Signature Estate & Investment Advisors reduced its Elevance Health (ELV) stake by 1.7% in Q2 2026, selling an estimated $13K and leaving 2,049 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #333.
Signature Estate & Investment Advisors first reported a position in ELV in Q3 2017 and has held it in 34 quarters since. The position peaked at $4.39M in Q2 2024. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Signature Estate & Investment Advisors held 2,049 shares of Elevance Health worth $793K as of Q2 2026.
- Signature Estate & Investment Advisors sold 35 Elevance Health shares in Q2 2026, an estimated $13K.
- Elevance Health made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #333 holding.
- Signature Estate & Investment Advisors first reported a position in Elevance Health in Q3 2017 and has held it in 34 quarters since.
- Signature Estate & Investment Advisors's Elevance Health position peaked at $4.39M in Q2 2024.
- 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.