Valued Wealth Advisors’s Elevance Health ELV Stock Holding History

Valued Wealth 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
2026 Q2	$5.47K	Buy	14 +5	+56%	+$1.85K	﹤0.01%	430
2026 Q1	$2.68K	Sell	9 -1	-10%	-$329	﹤0.01%	500
2025 Q4	$3.55K	Buy	10 +6	+150%	+$2.03K	﹤0.01%	344
2025 Q3	$1.32K	Hold	4	–	–	﹤0.01%	423
2025 Q2	$1.58K	Sell	4 -5	-56%	-$2.01K	﹤0.01%	401
2025 Q1	$3.94K	Buy	9 +3	+50%	+$1.2K	﹤0.01%	339
2024 Q4	$2.23K	Sell	6 -36	-86%	-$15.1K	﹤0.01%	395
2024 Q3	$21.9K	Buy	42 +2	+5%	+$1.07K	0.01%	138
2024 Q2	$21.7K	Buy	40 +4	+11%	+$2.11K	0.01%	122
2024 Q1	$18.7K	Buy	36 +27	+300%	+$13.4K	0.01%	132
2023 Q4	$3.95K	Buy	+9	New	+$4.16K	﹤0.01%	223

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Valued Wealth Advisors's ELV Position: Q2 2026 in Review

Valued Wealth Advisors increased its Elevance Health (ELV) stake by 56% in Q2 2026, buying an estimated $1.85K and bringing the position to 14 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Valued Wealth Advisors first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.9K in Q3 2024. 417 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Valued Wealth Advisors held 14 shares of Elevance Health worth $5.47K as of Q2 2026.
Valued Wealth Advisors bought 5 Elevance Health shares in Q2 2026, an estimated $1.85K.
Elevance Health made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #430 holding.
Valued Wealth Advisors first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Elevance Health position peaked at $21.9K in Q3 2024.
417 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.