Valeo Financial 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
Q2 | $1.81M | Buy |
4,670
+389
| +9% | +$144K | 0.04% | 200 |
|
|
2026
Q1 | $1.25M | Buy |
4,281
+396
| +10% | +$130K | 0.03% | 232 |
|
|
2025
Q4 | $1.36M | Buy |
3,885
+415
| +12% | +$140K | 0.03% | 241 |
|
|
2025
Q3 | $1.12M | Sell |
3,470
-153
| -4% | -$47.6K | 0.03% | 276 |
|
|
2025
Q2 | $1.41M | Sell |
3,623
-493
| -12% | -$198K | 0.03% | 219 |
|
|
2025
Q1 | $1.79M | Buy |
4,116
+1,029
| +33% | +$413K | 0.05% | 176 |
|
|
2024
Q4 | $1.14M | Sell |
3,087
-886
| -22% | -$371K | 0.03% | 234 |
|
|
2024
Q3 | $2.07M | Sell |
3,973
-717
| -15% | -$383K | 0.06% | 151 |
|
|
2024
Q2 | $2.54M | Sell |
4,690
-145
| -3% | -$76.6K | 0.08% | 124 |
|
|
2024
Q1 | $2.58M | Sell |
4,835
-240
| -5% | -$119K | 0.09% | 117 |
|
|
2023
Q4 | $2.39M | Buy |
5,075
+1
| +0% | +$462 | 0.1% | 118 |
|
|
2023
Q3 | $2.21M | Sell |
5,074
-294
| -5% | -$133K | 0.1% | 114 |
|
|
2023
Q2 | $2.38M | Buy |
5,368
+189
| +4% | +$87.2K | 0.11% | 107 |
|
|
2023
Q1 | $2.38M | Sell |
5,179
-1,136
| -18% | -$541K | 0.11% | 111 |
|
|
2022
Q4 | $3.24M | Buy |
6,315
+721
| +13% | +$366K | 0.18% | 75 |
|
|
2022
Q3 | $2.54M | Buy |
5,594
+1,110
| +25% | +$531K | 0.16% | 85 |
|
|
2022
Q2 | $2.16M | Sell |
4,484
-122
| -3% | -$60.4K | 0.14% | 91 |
|
|
2022
Q1 | $2.26M | Buy |
4,606
+48
| +1% | +$21.9K | 0.12% | 108 |
|
|
2021
Q4 | $2.11M | Sell |
4,558
-134
| -3% | -$56.4K | 0.11% | 104 |
|
|
2021
Q3 | $1.75M | Buy |
4,692
+242
| +5% | +$92K | 0.1% | 124 |
|
|
2021
Q2 | $1.7M | Sell |
4,450
-24
| -0.5% | -$9.17K | 0.1% | 121 |
|
|
2021
Q1 | $1.61M | Sell |
4,474
-210
| -4% | -$67.5K | 0.07% | 141 |
|
|
2020
Q4 | $1.5M | Sell |
4,684
-95
| -2% | -$29.2K | 0.08% | 127 |
|
|
2020
Q3 | $1.28M | Sell |
4,779
-208
| -4% | -$56K | 0.11% | 111 |
|
|
2020
Q2 | $1.31M | Sell |
4,987
-1,001
| -17% | -$267K | 0.12% | 107 |
|
|
2020
Q1 | $1.45M | Buy |
5,988
+362
| +6% | +$98.7K | 0.15% | 92 |
|
|
2019
Q4 | $1.7M | Buy |
5,626
+1,330
| +31% | +$366K | 0.16% | 90 |
|
|
2019
Q3 | $1.03M | Buy |
4,296
+132
| +3% | +$36.2K | 0.11% | 122 |
|
|
2019
Q2 | $1.18M | Sell |
4,164
-25
| -0.6% | -$6.83K | 0.13% | 114 |
|
|
2019
Q1 | $1.2M | Sell |
4,189
-602
| -13% | -$174K | 0.15% | 107 |
|
|
2018
Q4 | $1.26M | Buy |
4,791
+1,108
| +30% | +$305K | 0.18% | 94 |
|
|
2018
Q3 | $1.01M | Buy |
3,683
+269
| +8% | +$69.8K | 0.14% | 115 |
|
|
2018
Q2 | $897K | Sell |
3,414
-115
| -3% | -$26.6K | 0.13% | 122 |
|
|
2018
Q1 | $775K | Sell |
3,529
-821
| -19% | -$193K | 0.12% | 118 |
|
|
2017
Q4 | $979K | Buy |
4,350
+4
| +0.1% | +$852 | 0.16% | 101 |
|
|
2017
Q3 | $825K | Buy |
+4,346
| New | +$827K | 0.19% | 98 |
|
Other funds holding ELV
Valeo Financial Advisors's ELV Position: Q2 2026 in Review
Valeo Financial Advisors increased its Elevance Health (ELV) stake by 9.1% in Q2 2026, buying an estimated $144K and bringing the position to 4,670 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #200.
Valeo Financial Advisors first reported a position in ELV in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.24M in Q4 2022. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Valeo Financial Advisors held 4,670 shares of Elevance Health worth $1.81M as of Q2 2026.
- Valeo Financial Advisors bought 389 Elevance Health shares in Q2 2026, an estimated $144K.
- Elevance Health made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #200 holding.
- Valeo Financial Advisors first reported a position in Elevance Health in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Elevance Health position peaked at $3.24M in Q4 2022.
- 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.