Toth Financial Advisory’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
Q3 | $2.49M | Buy |
6,398
+414
| +7% | +$165K | 0.25% | 96 |
|
|
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
Toth Financial Advisory's ELV Position: Q3 2026 in Review
Toth Financial Advisory increased its Elevance Health (ELV) stake by 6.9% in Q3 2026, buying an estimated $165K and bringing the position to 6,398 shares worth $2.49M. The position accounts for 0.25% of the portfolio, ranked #96.
Toth Financial Advisory first reported a position in ELV in Q4 2017 and has held it in 36 quarters since. The position peaked at $5.11M in Q3 2024. 644 funds tracked by Wall St. Rank hold ELV as of Q3 2026.
- Toth Financial Advisory held 6,398 shares of Elevance Health worth $2.49M as of Q3 2026.
- Toth Financial Advisory bought 414 Elevance Health shares in Q3 2026, an estimated $165K.
- Elevance Health made up 0.25% of Toth Financial Advisory's portfolio in Q3 2026, its #96 holding.
- Toth Financial Advisory first reported a position in Elevance Health in Q4 2017 and has held it in 36 quarters since.
- Toth Financial Advisory's Elevance Health position peaked at $5.11M in Q3 2024.
- 644 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.
Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.