VVP
ELV icon

Venture Visionary Partners’s Elevance Health ELV Stock Holding History

Venture Visionary Partners’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
Q3 		$261K Buy
670
+104
+18% +$41.5K 0.01% 597
2026
Q2 		$219K Buy
+566
New +$210K 0.01% 652
2026
Q1 		– Sell
-656
Closed -$230K – 670
2025
Q4 		$230K Sell
656
-1
-0.2% -$338 0.01% 578
2025
Q3 		$213K Sell
657
-489
-43% -$152K 0.01% 578
2025
Q2 		$446K Buy
1,146
+509
+80% +$205K 0.02% 422
2025
Q1 		$277K Sell
637
-17
-3% -$6.82K 0.01% 474
2024
Q4 		$241K Buy
654
+1
+0.2% +$418 0.01% 492
2024
Q3 		$340K Sell
653
-12
-2% -$6.41K 0.01% 440
2024
Q2 		$361K Sell
665
-36
-5% -$19K 0.02% 437
2024
Q1 		$364K Sell
701
-24
-3% -$11.9K 0.02% 429
2023
Q4 		$342K Buy
725
+21
+3% +$9.71K 0.02% 414
2023
Q3 		$307K Sell
704
-48
-6% -$21.8K 0.02% 412
2023
Q2 		$334K Buy
752
+19
+3% +$8.77K 0.02% 403
2023
Q1 		$337K Sell
733
-197
-21% -$93.8K 0.02% 392
2022
Q4 		$477K Sell
930
-119
-11% -$60.4K 0.03% 325
2022
Q3 		$476K Buy
1,049
+1
+0.1% +$478 0.04% 311
2022
Q2 		$506K Hold
1,048
– – 0.04% 297
2022
Q1 		$515K Buy
1,048
+13
+1% +$5.94K 0.03% 319
2021
Q4 		$479K Hold
1,035
– – 0.03% 332
2021
Q3 		$385K Buy
1,035
+26
+3% +$9.88K 0.03% 360
2021
Q2 		$385K Sell
1,009
-37
-4% -$14.1K 0.03% 347
2021
Q1 		$375K Sell
1,046
-50
-5% -$16.1K 0.03% 340
2020
Q4 		$352K Buy
+1,096
New +$336K 0.04% 292

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

Venture Visionary Partners's ELV Position: Q3 2026 in Review

Venture Visionary Partners increased its Elevance Health (ELV) stake by 18% in Q3 2026, buying an estimated $41.5K and bringing the position to 670 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #597.

Venture Visionary Partners first reported a position in ELV in Q4 2020 and has held it in 23 quarters since. The position peaked at $515K in Q1 2022. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Venture Visionary Partners held 670 shares of Elevance Health worth $261K as of Q3 2026.
  • Venture Visionary Partners bought 104 Elevance Health shares in Q3 2026, an estimated $41.5K.
  • Elevance Health made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #597 holding.
  • Venture Visionary Partners first reported a position in Elevance Health in Q4 2020 and has held it in 23 quarters since.
  • Venture Visionary Partners's Elevance Health position peaked at $515K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.