VFA
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Valeo Financial Advisors’s Elevance Health ELV Stock Holding History

Valeo Financial Advisors’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
2021
Q3 		– Sell
-300
Closed -$115K – 595
2021
Q2 		$115K Buy
+300
New +$115K 0.01% 467

Other funds holding ELV

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Valeo Financial Advisors's ELV Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Elevance Health (ELV) stake by 4.1% in Q3 2026, selling an estimated $75.8K and leaving 4,480 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #204.

Valeo Financial Advisors first reported a position in ELV in Q3 2017 and has held it in 37 quarters since. The position peaked at $3.24M in Q4 2022. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Valeo Financial Advisors held 4,480 shares of Elevance Health worth $1.74M as of Q3 2026.
  • Valeo Financial Advisors sold 190 Elevance Health shares in Q3 2026, an estimated $75.8K.
  • Elevance Health made up 0.04% of Valeo Financial Advisors's portfolio in Q3 2026, its #204 holding.
  • Valeo Financial Advisors first reported a position in Elevance Health in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Elevance Health position peaked at $3.24M in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.