Toth Financial Advisory’s Elevance Health ELV Stock Holding History

Toth Financial Advisory’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	$2.31M	Buy	5,984 +1,147	+24%	+$425K	0.23%	101
2026 Q1	$1.42M	Sell	4,837 -551	-10%	-$181K	0.16%	114
2025 Q4	$1.89M	Buy	5,388 +46	+0.9%	+$15.5K	0.21%	99
2025 Q3	$1.73M	Sell	5,342 -1,808	-25%	-$562K	0.19%	107
2025 Q2	$2.78M	Buy	7,150 +2,194	+44%	+$882K	0.32%	88
2025 Q1	$2.16M	Sell	4,956 -209	-4%	-$83.9K	0.26%	97
2024 Q4	$1.91M	Sell	5,165 -4,670	-47%	-$1.95M	0.22%	102
2024 Q3	$5.11M	Buy	9,835 +1,296	+15%	+$692K	0.6%	61
2024 Q2	$4.63M	Buy	8,539 +1,027	+14%	+$543K	0.59%	61
2024 Q1	$3.9M	Buy	7,512 +2,319	+45%	+$1.15M	0.49%	71
2023 Q4	$2.45M	Buy	5,193 +1,911	+58%	+$884K	0.33%	88
2023 Q3	$1.43M	Buy	3,282 +272	+9%	+$123K	0.22%	106
2023 Q2	$1.34M	Buy	3,010 +1,114	+59%	+$514K	0.19%	108
2023 Q1	$872K	Buy	1,896 +497	+36%	+$237K	0.14%	119
2022 Q4	$717K	Buy	1,399 +1,315	+1,565%	+$668K	0.12%	126
2022 Q3	$38K	Hold	84	–	–	0.01%	299
2022 Q2	$40K	Buy	84 +9	+12%	+$4.45K	0.01%	293
2022 Q1	$37K	Hold	75	–	–	0.01%	316
2021 Q4	$35K	Sell	75 -175	-70%	-$73.6K	﹤0.01%	326
2021 Q3	$93K	Buy	250 +25	+11%	+$9.5K	0.01%	247
2021 Q2	$86K	Hold	225	–	–	0.01%	237
2021 Q1	$81K	Buy	225 +50	+29%	+$16.1K	0.01%	248
2020 Q4	$56K	Buy	175 +75	+75%	+$23K	0.01%	254
2020 Q3	$27K	Sell	100 -6	-6%	-$1.61K	0.01%	283
2020 Q2	$28K	Buy	106 +6	+6%	+$1.6K	0.01%	255
2020 Q1	$23K	Hold	100	–	–	0.01%	223
2019 Q4	$30K	Hold	100	–	–	0.01%	234
2019 Q3	$24K	Buy	100 +40	+67%	+$11K	0.01%	261
2019 Q2	$17K	Hold	60	–	–	﹤0.01%	282
2019 Q1	$17K	Hold	60	–	–	﹤0.01%	270
2018 Q4	$16K	Sell	60 -20	-25%	-$5.5K	﹤0.01%	253
2018 Q3	$22K	Hold	80	–	–	﹤0.01%	263
2018 Q2	$19K	Hold	80	–	–	﹤0.01%	273
2018 Q1	$18K	Hold	80	–	–	﹤0.01%	276
2017 Q4	$18K	Buy	+80	New	+$17K	﹤0.01%	281

Other funds holding ELV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Toth Financial Advisory's ELV Position: Q2 2026 in Review

Toth Financial Advisory increased its Elevance Health (ELV) stake by 24% in Q2 2026, buying an estimated $425K and bringing the position to 5,984 shares worth $2.31M. The position accounts for 0.23% of the portfolio, ranked #101.

Toth Financial Advisory first reported a position in ELV in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.11M in Q3 2024. 278 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Toth Financial Advisory held 5,984 shares of Elevance Health worth $2.31M as of Q2 2026.
Toth Financial Advisory bought 1,147 Elevance Health shares in Q2 2026, an estimated $425K.
Elevance Health made up 0.23% of Toth Financial Advisory's portfolio in Q2 2026, its #101 holding.
Toth Financial Advisory first reported a position in Elevance Health in Q4 2017 and has held it in 35 quarters since.
Toth Financial Advisory's Elevance Health position peaked at $5.11M in Q3 2024.
278 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.