Tompkins 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 | $3.48K | Hold |
9
| – | – | ﹤0.01% | 510 |
|
|
2026
Q1 | $2.63K | Sell |
9
-20
| -69% | -$6.57K | ﹤0.01% | 517 |
|
|
2025
Q4 | $10.2K | Hold |
29
| – | – | ﹤0.01% | 441 |
|
|
2025
Q3 | $9.37K | Hold |
29
| – | – | ﹤0.01% | 449 |
|
|
2025
Q2 | $11.3K | Sell |
29
-50
| -63% | -$20.1K | ﹤0.01% | 434 |
|
|
2025
Q1 | $34.4K | Buy |
79
+20
| +34% | +$8.03K | ﹤0.01% | 359 |
|
|
2024
Q4 | $21.8K | Hold |
59
| – | – | ﹤0.01% | 383 |
|
|
2024
Q3 | $30.7K | Hold |
59
| – | – | ﹤0.01% | 378 |
|
|
2024
Q2 | $32K | Hold |
59
| – | – | ﹤0.01% | 388 |
|
|
2024
Q1 | $30.6K | Hold |
59
| – | – | ﹤0.01% | 398 |
|
|
2023
Q4 | $27.8K | Hold |
59
| – | – | ﹤0.01% | 398 |
|
|
2023
Q3 | $25.7K | Hold |
59
| – | – | ﹤0.01% | 386 |
|
|
2023
Q2 | $26.2K | Hold |
59
| – | – | ﹤0.01% | 394 |
|
|
2023
Q1 | $27.1K | Hold |
59
| – | – | ﹤0.01% | 391 |
|
|
2022
Q4 | $30K | Hold |
59
| – | – | ﹤0.01% | 385 |
|
|
2022
Q3 | $27K | Hold |
59
| – | – | ﹤0.01% | 386 |
|
|
2022
Q2 | $28K | Hold |
59
| – | – | ﹤0.01% | 386 |
|
|
2022
Q1 | $29K | Hold |
59
| – | – | ﹤0.01% | 400 |
|
|
2021
Q4 | $27K | Hold |
59
| – | – | ﹤0.01% | 254 |
|
|
2021
Q3 | $22K | Buy |
+59
| New | +$22.4K | ﹤0.01% | 281 |
|
|
2021
Q1 | $18K | Hold |
50
| – | – | ﹤0.01% | 328 |
|
|
2020
Q4 | $16K | Hold |
50
| – | – | ﹤0.01% | 332 |
|
|
2020
Q3 | $13K | Hold |
50
| – | – | ﹤0.01% | 311 |
|
|
2020
Q2 | $13K | Sell |
50
-182
| -78% | -$48.6K | ﹤0.01% | 308 |
|
|
2020
Q1 | $53K | Sell |
232
-30
| -11% | -$8.18K | 0.01% | 232 |
|
|
2019
Q4 | $79K | Buy |
+262
| New | +$72.1K | 0.01% | 224 |
|
|
2016
Q3 | – | Sell |
-2,060
| Closed | -$271K | – | 408 |
|
|
2016
Q2 | $271K | Sell |
2,060
-498
| -19% | -$68.1K | 0.08% | 137 |
|
|
2016
Q1 | $356K | Hold |
2,558
| – | – | 0.11% | 120 |
|
|
2015
Q4 | $357K | Buy |
2,558
+2,060
| +414% | +$284K | 0.11% | 132 |
|
|
2015
Q3 | $70K | Hold |
498
| – | – | 0.02% | 221 |
|
|
2015
Q2 | $82K | Sell |
498
-2
| -0.4% | -$320 | 0.02% | 214 |
|
|
2015
Q1 | $77K | Hold |
500
| – | – | 0.02% | 238 |
|
|
2014
Q4 | $63K | Hold |
500
| – | – | 0.02% | 241 |
|
|
2014
Q3 | $60K | Hold |
500
| – | – | 0.02% | 244 |
|
|
2014
Q2 | $54K | Sell |
500
-17
| -3% | -$1.75K | 0.01% | 271 |
|
|
2014
Q1 | $51K | Hold |
517
| – | – | 0.01% | 277 |
|
|
2013
Q4 | $48K | Buy |
517
+17
| +3% | +$1.51K | 0.01% | 282 |
|
|
2013
Q3 | $42K | Buy |
+500
| New | +$42.9K | 0.01% | 275 |
|
Other funds holding ELV
Tompkins Financial's ELV Position: Q2 2026 in Review
Tompkins Financial held its Elevance Health (ELV) position steady in Q2 2026 at 9 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #510.
Tompkins Financial first reported a position in ELV in Q3 2013 and has held it in 38 quarters since. The position peaked at $357K in Q4 2015. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Tompkins Financial held 9 shares of Elevance Health worth $3.48K as of Q2 2026.
- Tompkins Financial left its Elevance Health share count unchanged in Q2 2026.
- Elevance Health made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #510 holding.
- Tompkins Financial first reported a position in Elevance Health in Q3 2013 and has held it in 38 quarters since.
- Tompkins Financial's Elevance Health position peaked at $357K in Q4 2015.
- 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.