Stratos Wealth Partners’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 | $920K | Buy |
3,141
+620
| +25% | +$204K | 0.01% | 824 |
|
|
2025
Q4 | $884K | Sell |
2,521
-344
| -12% | -$116K | 0.01% | 819 |
|
|
2025
Q3 | $926K | Buy |
2,865
+846
| +42% | +$263K | 0.01% | 776 |
|
|
2025
Q2 | $786K | Sell |
2,019
-818
| -29% | -$329K | 0.01% | 776 |
|
|
2025
Q1 | $1.23M | Sell |
2,837
-740
| -21% | -$297K | 0.02% | 585 |
|
|
2024
Q4 | $1.32M | Sell |
3,577
-6,832
| -66% | -$2.86M | 0.02% | 596 |
|
|
2024
Q3 | $5.41M | Sell |
10,409
-1,334
| -11% | -$713K | 0.08% | 253 |
|
|
2024
Q2 | $6.36M | Buy |
11,743
+346
| +3% | +$183K | 0.1% | 200 |
|
|
2024
Q1 | $5.91M | Buy |
11,397
+428
| +4% | +$213K | 0.1% | 220 |
|
|
2023
Q4 | $5.17M | Buy |
10,969
+72
| +0.7% | +$33.3K | 0.1% | 221 |
|
|
2023
Q3 | $4.74M | Buy |
10,897
+6,378
| +141% | +$2.89M | 0.1% | 207 |
|
|
2023
Q2 | $2.01M | Buy |
4,519
+189
| +4% | +$87.2K | 0.05% | 355 |
|
|
2023
Q1 | $1.99M | Sell |
4,330
-532
| -11% | -$253K | 0.05% | 322 |
|
|
2022
Q4 | $2.49M | Buy |
4,862
+346
| +8% | +$176K | 0.06% | 297 |
|
|
2022
Q3 | $2.05M | Buy |
4,516
+216
| +5% | +$103K | 0.06% | 312 |
|
|
2022
Q2 | $2.08M | Buy |
4,300
+266
| +7% | +$132K | 0.05% | 314 |
|
|
2022
Q1 | $1.98M | Buy |
4,034
+47
| +1% | +$21.5K | 0.04% | 361 |
|
|
2021
Q4 | $1.85M | Sell |
3,987
-57
| -1% | -$24K | 0.04% | 371 |
|
|
2021
Q3 | $1.51M | Buy |
4,044
+50
| +1% | +$19K | 0.04% | 396 |
|
|
2021
Q2 | $1.52M | Buy |
3,994
+273
| +7% | +$104K | 0.04% | 418 |
|
|
2021
Q1 | $1.34M | Sell |
3,721
-8
| -0.2% | -$2.57K | 0.04% | 421 |
|
|
2020
Q4 | $1.2M | Sell |
3,729
-913
| -20% | -$280K | 0.04% | 401 |
|
|
2020
Q3 | $1.25M | Buy |
4,642
+19
| +0.4% | +$5.11K | 0.04% | 352 |
|
|
2020
Q2 | $1.22M | Sell |
4,623
-134
| -3% | -$35.7K | 0.04% | 342 |
|
|
2020
Q1 | $1.08M | Buy |
4,757
+965
| +25% | +$263K | 0.05% | 310 |
|
|
2019
Q4 | $1.15M | Sell |
3,792
-26
| -0.7% | -$7.16K | 0.05% | 359 |
|
|
2019
Q3 | $917K | Sell |
3,818
-68
| -2% | -$18.6K | 0.04% | 391 |
|
|
2019
Q2 | $1.1M | Sell |
3,886
-41
| -1% | -$11.2K | 0.05% | 344 |
|
|
2019
Q1 | $1.13M | Sell |
3,927
-23
| -0.6% | -$6.65K | 0.05% | 332 |
|
|
2018
Q4 | $1.04M | Buy |
+3,950
| New | +$1.09M | 0.05% | 321 |
|
|
2018
Q3 | – | Sell |
-4,535
| Closed | -$1.08M | – | 2992 |
|
|
2018
Q2 | $1.08M | Sell |
4,535
-259
| -5% | -$60K | 0.05% | 341 |
|
|
2018
Q1 | $1.05M | Sell |
4,794
-33
| -0.7% | -$7.75K | 0.04% | 358 |
|
|
2017
Q4 | $1.09M | Buy |
4,827
+692
| +17% | +$147K | 0.05% | 335 |
|
|
2017
Q3 | $785K | Buy |
+4,135
| New | +$787K | 0.04% | 385 |
|
|
2017
Q1 | – | Sell |
-3,787
| Closed | -$544K | – | 825 |
|
|
2016
Q4 | $544K | Sell |
3,787
-3
| -0.1% | -$402 | 0.03% | 366 |
|
|
2016
Q3 | $475K | Buy |
3,790
+769
| +25% | +$99.3K | 0.03% | 372 |
|
|
2016
Q2 | $397K | Buy |
+3,021
| New | +$413K | 0.03% | 380 |
|
|
2016
Q1 | – | Sell |
-2,270
| Closed | -$317K | – | 614 |
|
|
2015
Q4 | $317K | Buy |
+2,270
| New | +$313K | 0.03% | 409 |
|
|
2014
Q4 | – | Sell |
-2,267
| Closed | -$271K | – | 515 |
|
|
2014
Q3 | $271K | Buy |
2,267
+289
| +15% | +$33.1K | 0.06% | 237 |
|
|
2014
Q2 | $214K | Buy |
+1,978
| New | +$204K | 0.07% | 273 |
|
Other funds holding ELV
VCM
VPM
Stratos Wealth Partners's ELV Position: Q1 2026 in Review
Stratos Wealth Partners increased its Elevance Health (ELV) stake by 25% in Q1 2026, buying an estimated $204K and bringing the position to 3,141 shares worth $920K. The position accounts for 0.01% of the portfolio, ranked #824.
Stratos Wealth Partners first reported a position in ELV in Q2 2014 and has held it in 40 quarters since. The position peaked at $6.36M in Q2 2024. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Stratos Wealth Partners held 3,141 shares of Elevance Health worth $920K as of Q1 2026.
- Stratos Wealth Partners bought 620 Elevance Health shares in Q1 2026, an estimated $204K.
- Elevance Health made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #824 holding.
- Stratos Wealth Partners first reported a position in Elevance Health in Q2 2014 and has held it in 40 quarters since.
- Stratos Wealth Partners's Elevance Health position peaked at $6.36M in Q2 2024.
- 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.