Sound Income Strategies’s Elevance Health ELV Stock Holding History

Sound Income Strategies’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$326K	Sell	842 -4	-0.5%	-$1.48K	0.01%	355
2026 Q1	$253K	Sell	846 -13	-2%	-$4.27K	0.01%	356
2025 Q4	$322K	Buy	859 +19	+2%	+$6.42K	0.02%	311
2025 Q3	$301K	Buy	+840	New	+$261K	0.02%	238
2022 Q2	–	Sell	-1,246	Closed	-$612K	–	906
2022 Q1	$612K	Buy	1,246 +2	+0.2%	+$914	0.07%	101
2021 Q4	$577K	Buy	1,244 +52	+4%	+$21.9K	0.07%	106
2021 Q3	$444K	Hold	1,192	–	–	0.06%	112
2021 Q2	$455K	Buy	1,192 +10	+0.8%	+$3.82K	0.07%	113
2021 Q1	$424K	Buy	1,182 +54	+5%	+$17.4K	0.07%	100
2020 Q4	$362K	Hold	1,128	–	–	0.08%	100
2020 Q3	$303K	Buy	1,128 +7	+0.6%	+$1.88K	0.08%	79
2020 Q2	$295K	Hold	1,121	–	–	0.09%	64
2020 Q1	$255K	Buy	1,121 +794	+243%	+$216K	0.09%	58
2019 Q4	$99K	Hold	327	–	–	0.03%	82
2019 Q3	$79K	Hold	327	–	–	0.02%	91
2019 Q2	$92K	Hold	327	–	–	0.03%	86
2019 Q1	$94K	Hold	327	–	–	0.04%	88
2018 Q4	$86K	Hold	327	–	–	0.05%	92
2018 Q3	$90K	Sell	327 -1	-0.3%	-$260	0.04%	87
2018 Q2	$78K	Buy	328 +1	+0.3%	+$232	0.05%	78
2018 Q1	$72K	Hold	327	–	–	0.05%	80
2017 Q4	$76K	Buy	+327	New	+$69.6K	0.05%	72

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sound Income Strategies's ELV Position: Q2 2026 in Review

Sound Income Strategies reduced its Elevance Health (ELV) stake by 0.47% in Q2 2026, selling an estimated $1.48K and leaving 842 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #355.

Sound Income Strategies first reported a position in ELV in Q4 2017 and has held it in 22 quarters since. The position peaked at $612K in Q1 2022. 1,028 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Sound Income Strategies held 842 shares of Elevance Health worth $326K as of Q2 2026.
Sound Income Strategies sold 4 Elevance Health shares in Q2 2026, an estimated $1.48K.
Elevance Health made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #355 holding.
Sound Income Strategies first reported a position in Elevance Health in Q4 2017 and has held it in 22 quarters since.
Sound Income Strategies's Elevance Health position peaked at $612K in Q1 2022.
1,028 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.