Strategic 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
Q1 | $204K | Sell |
697
-3
| -0.4% | -$986 | 0.03% | 179 |
|
|
2025
Q4 | $246K | Buy |
700
+3
| +0.4% | +$1.01K | 0.04% | 170 |
|
|
2025
Q3 | $225K | Sell |
697
-8
| -1% | -$2.49K | 0.04% | 174 |
|
|
2025
Q2 | $274K | Sell |
705
-44
| -6% | -$17.7K | 0.05% | 149 |
|
|
2025
Q1 | $326K | Sell |
749
-184
| -20% | -$73.9K | 0.06% | 157 |
|
|
2024
Q4 | $344K | Sell |
933
-67
| -7% | -$28K | 0.06% | 158 |
|
|
2024
Q3 | $520K | Sell |
1,000
-1,000
| -50% | -$534K | 0.1% | 139 |
|
|
2024
Q2 | $1.08M | Hold |
2,000
| – | – | 0.21% | 93 |
|
|
2024
Q1 | $1.04M | Buy |
2,000
+1
| +0.1% | +$497 | 0.2% | 97 |
|
|
2023
Q4 | $943K | Buy |
1,999
+1
| +0.1% | +$462 | 0.18% | 103 |
|
|
2023
Q3 | $870K | Buy |
1,998
+66
| +3% | +$29.9K | 0.17% | 109 |
|
|
2023
Q2 | $858K | Sell |
1,932
-100
| -5% | -$46.1K | 0.16% | 114 |
|
|
2023
Q1 | $934K | Buy |
2,032
+51
| +3% | +$24.3K | 0.19% | 102 |
|
|
2022
Q4 | $1.02M | Sell |
1,981
-1
| -0.1% | -$508 | 0.23% | 92 |
|
|
2022
Q3 | $900K | Buy |
1,982
+10
| +0.5% | +$4.79K | 0.2% | 96 |
|
|
2022
Q2 | $951K | Buy |
1,972
+14
| +0.7% | +$6.93K | 0.2% | 95 |
|
|
2022
Q1 | $961K | Buy |
1,958
+2
| +0.1% | +$914 | 0.17% | 106 |
|
|
2021
Q4 | $907K | Buy |
1,956
+1
| +0.1% | +$421 | 0.13% | 118 |
|
|
2021
Q3 | $729K | Buy |
1,955
+1
| +0.1% | +$380 | 0.16% | 121 |
|
|
2021
Q2 | $746K | Buy |
1,954
+1
| +0.1% | +$382 | 0.19% | 99 |
|
|
2021
Q1 | $701K | Buy |
1,953
+1
| +0.1% | +$322 | 0.2% | 93 |
|
|
2020
Q4 | $658K | Buy |
1,952
+2
| +0.1% | +$614 | 0.19% | 92 |
|
|
2020
Q3 | $555K | Buy |
1,950
+1
| +0.1% | +$269 | 0.19% | 95 |
|
|
2020
Q2 | $522K | Buy |
1,949
+349
| +22% | +$93.1K | 0.19% | 90 |
|
|
2020
Q1 | $395K | Buy |
1,600
+2
| +0.1% | +$545 | 0.17% | 97 |
|
|
2019
Q4 | $483K | Buy |
1,598
+2
| +0.1% | +$550 | 0.17% | 111 |
|
|
2019
Q3 | $383K | Sell |
1,596
-22
| -1% | -$6.03K | 0.14% | 125 |
|
|
2019
Q2 | $456K | Sell |
1,618
-1,901
| -54% | -$519K | 0.17% | 106 |
|
|
2019
Q1 | $1.01M | Sell |
3,519
-144
| -4% | -$41.6K | 0.39% | 65 |
|
|
2018
Q4 | $962K | Buy |
3,663
+158
| +5% | +$43.4K | 0.42% | 61 |
|
|
2018
Q3 | $960K | Buy |
3,505
+8
| +0.2% | +$2.08K | 0.35% | 65 |
|
|
2018
Q2 | $832K | Buy |
3,497
+81
| +2% | +$18.8K | 0.33% | 66 |
|
|
2018
Q1 | $751K | Buy |
3,416
+454
| +15% | +$107K | 0.31% | 73 |
|
|
2017
Q4 | $666K | Sell |
2,962
-97
| -3% | -$20.7K | 0.27% | 86 |
|
|
2017
Q3 | $581K | Buy |
3,059
+602
| +25% | +$115K | 0.25% | 90 |
|
|
2017
Q2 | $462K | Sell |
2,457
-971
| -28% | -$174K | 0.21% | 100 |
|
|
2017
Q1 | $567K | Buy |
+3,428
| New | +$545K | 0.27% | 84 |
|
Other funds holding ELV
VCM
VPM
Strategic Advisors's ELV Position: Q1 2026 in Review
Strategic Advisors reduced its Elevance Health (ELV) stake by 0.43% in Q1 2026, selling an estimated $986 and leaving 697 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #179.
Strategic Advisors first reported a position in ELV in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.08M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Strategic Advisors held 697 shares of Elevance Health worth $204K as of Q1 2026.
- Strategic Advisors sold 3 Elevance Health shares in Q1 2026, an estimated $986.
- Elevance Health made up 0.03% of Strategic Advisors's portfolio in Q1 2026, its #179 holding.
- Strategic Advisors first reported a position in Elevance Health in Q1 2017 and has held it in 37 quarters since.
- Strategic Advisors's Elevance Health position peaked at $1.08M in Q2 2024.
- 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.