Stifel Financial’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 | $25.9M | Sell |
67,077
-12,969
| -16% | -$4.81M | 0.02% | 584 |
|
|
2026
Q1 | $23.4M | Sell |
80,046
-1,928
| -2% | -$634K | 0.02% | 571 |
|
|
2025
Q4 | $28.7M | Sell |
81,974
-16,722
| -17% | -$5.65M | 0.03% | 511 |
|
|
2025
Q3 | $31.9M | Sell |
98,696
-641,526
| -87% | -$200M | 0.03% | 482 |
|
|
2025
Q2 | $288M | Sell |
740,222
-10,622
| -1% | -$4.27M | 0.28% | 76 |
|
|
2025
Q1 | $327M | Buy |
750,844
+50,143
| +7% | +$20.1M | 0.35% | 71 |
|
|
2024
Q4 | $259M | Sell |
700,701
-12,326
| -2% | -$5.16M | 0.27% | 81 |
|
|
2024
Q3 | $371M | Buy |
713,027
+538,978
| +310% | +$288M | 0.39% | 60 |
|
|
2024
Q2 | $94.3M | Sell |
174,049
-13,320
| -7% | -$7.04M | 0.11% | 190 |
|
|
2024
Q1 | $97.2M | Buy |
187,369
+13,277
| +8% | +$6.6M | 0.11% | 191 |
|
|
2023
Q4 | $82.1M | Buy |
174,092
+4,088
| +2% | +$1.89M | 0.1% | 206 |
|
|
2023
Q3 | $74M | Sell |
170,004
-4,905
| -3% | -$2.22M | 0.1% | 203 |
|
|
2023
Q2 | $77.7M | Sell |
174,909
-17,539
| -9% | -$8.09M | 0.11% | 196 |
|
|
2023
Q1 | $88.5M | Sell |
192,448
-16,604
| -8% | -$7.9M | 0.13% | 175 |
|
|
2022
Q4 | $107M | Sell |
209,052
-2,191
| -1% | -$1.11M | 0.16% | 146 |
|
|
2022
Q3 | $96M | Sell |
211,243
-427
| -0.2% | -$204K | 0.16% | 145 |
|
|
2022
Q2 | $102M | Buy |
211,670
+34,715
| +20% | +$17.2M | 0.16% | 144 |
|
|
2022
Q1 | $86.9M | Buy |
176,955
+909
| +0.5% | +$416K | 0.12% | 188 |
|
|
2021
Q4 | $81.6M | Buy |
176,046
+116
| +0.1% | +$48.8K | 0.11% | 191 |
|
|
2021
Q3 | $65.6M | Buy |
175,930
+2,165
| +1% | +$823K | 0.1% | 203 |
|
|
2021
Q2 | $66.3M | Buy |
173,765
+15,872
| +10% | +$6.07M | 0.1% | 201 |
|
|
2021
Q1 | $56.7M | Buy |
157,893
+146
| +0.1% | +$47K | 0.09% | 217 |
|
|
2020
Q4 | $50.7M | Sell |
157,747
-2,654
| -2% | -$814K | 0.09% | 221 |
|
|
2020
Q3 | $43.1M | Buy |
160,401
+2,109
| +1% | +$567K | 0.09% | 217 |
|
|
2020
Q2 | $41.6M | Sell |
158,292
-36,821
| -19% | -$9.82M | 0.1% | 206 |
|
|
2020
Q1 | $44.1M | Buy |
195,113
+30,540
| +19% | +$8.32M | 0.12% | 181 |
|
|
2019
Q4 | $49.8M | Sell |
164,573
-7,002
| -4% | -$1.93M | 0.1% | 194 |
|
|
2019
Q3 | $40.9M | Buy |
171,575
+15,240
| +10% | +$4.18M | 0.1% | 202 |
|
|
2019
Q2 | $44.1M | Buy |
156,335
+4,623
| +3% | +$1.26M | 0.11% | 194 |
|
|
2019
Q1 | $43.5M | Buy |
151,712
+4,690
| +3% | +$1.36M | 0.12% | 195 |
|
|
2018
Q4 | $38.6M | Buy |
147,022
+13,018
| +10% | +$3.58M | 0.12% | 180 |
|
|
2018
Q3 | $36.7M | Buy |
134,004
+33,451
| +33% | +$8.68M | 0.11% | 199 |
|
|
2018
Q2 | $23.9M | Buy |
100,553
+56,427
| +128% | +$13.1M | 0.07% | 265 |
|
|
2018
Q1 | $9.72M | Buy |
44,126
+15,181
| +52% | +$3.57M | 0.03% | 547 |
|
|
2017
Q4 | $6.53M | Buy |
28,945
+1,595
| +6% | +$340K | 0.02% | 670 |
|
|
2017
Q3 | $5.19M | Buy |
27,350
+1,074
| +4% | +$204K | 0.02% | 716 |
|
|
2017
Q2 | $4.96M | Buy |
26,276
+1,868
| +8% | +$336K | 0.02% | 713 |
|
|
2017
Q1 | $4.03M | Sell |
24,408
-9,863
| -29% | -$1.57M | 0.02% | 793 |
|
|
2016
Q4 | $4.92M | Sell |
34,271
-14,536
| -30% | -$1.95M | 0.02% | 669 |
|
|
2016
Q3 | $6.14M | Buy |
48,807
+1,906
| +4% | +$246K | 0.03% | 565 |
|
|
2016
Q2 | $6.16M | Buy |
+46,901
| New | +$6.42M | 0.03% | 517 |
|
|
2016
Q1 | – | Sell |
-28,286
| Closed | -$3.94M | – | 2274 |
|
|
2015
Q4 | $3.94M | Buy |
28,286
+606
| +2% | +$83.5K | 0.02% | 667 |
|
|
2015
Q3 | $3.88M | Sell |
27,680
-410
| -1% | -$61.6K | 0.02% | 609 |
|
|
2015
Q2 | $4.59M | Sell |
28,090
-632
| -2% | -$101K | 0.02% | 615 |
|
|
2015
Q1 | $4.43M | Buy |
28,722
+833
| +3% | +$119K | 0.02% | 650 |
|
|
2014
Q4 | $3.5M | Buy |
27,889
+8,958
| +47% | +$1.11M | 0.02% | 693 |
|
|
2014
Q3 | $2.26M | Buy |
18,931
+922
| +5% | +$106K | 0.02% | 728 |
|
|
2014
Q2 | $1.94M | Buy |
18,009
+5,981
| +50% | +$616K | 0.02% | 795 |
|
|
2014
Q1 | $1.2M | Buy |
+12,028
| New | +$1.09M | 0.01% | 975 |
|
Other funds holding ELV
Stifel Financial's ELV Position: Q2 2026 in Review
Stifel Financial reduced its Elevance Health (ELV) stake by 16% in Q2 2026, selling an estimated $4.81M and leaving 67,077 shares worth $25.9M. The position accounts for 0.02% of the portfolio, ranked #584.
Stifel Financial first reported a position in ELV in Q1 2014 and has held it in 49 quarters since. The position peaked at $371M in Q3 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Stifel Financial held 67,077 shares of Elevance Health worth $25.9M as of Q2 2026.
- Stifel Financial sold 12,969 Elevance Health shares in Q2 2026, an estimated $4.81M.
- Elevance Health made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #584 holding.
- Stifel Financial first reported a position in Elevance Health in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's Elevance Health position peaked at $371M in Q3 2024.
- 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.