Virtue Capital Management’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
$425K Sell
1,099
-118
-10% -$43.8K 0.06% 221
2026
Q1
$347K Buy
1,217
+237
+24% +$77.9K 0.05% 238
2025
Q4
$347K Sell
980
-9,134
-90% -$3.09M 0.05% 219
2025
Q3
$1.2M Buy
10,114
+9,319
+1,172% +$2.9M 0.19% 84
2025
Q2
$309K Sell
795
-277
-26% -$111K 0.06% 198
2025
Q1
$468K Buy
1,072
+340
+46% +$136K 0.05% 270
2024
Q4
$270K Buy
732
+119
+19% +$49.8K 0.05% 208
2024
Q3
$319K Sell
613
-14
-2% -$7.48K 0.06% 193
2024
Q2
$316K Sell
627
-120
-16% -$63.4K 0.05% 278
2024
Q1
$373K Buy
747
+79
+12% +$39.3K 0.07% 257
2023
Q4
$321K Sell
668
-383
-36% -$177K 0.07% 271
2023
Q3
$466K Hold
1,051
0.08% 230
2023
Q2
$466K Buy
1,051
+407
+63% +$188K 0.08% 230
2023
Q1
$291K Sell
644
-253
-28% -$120K 0.05% 313
2022
Q4
$460K Buy
897
+228
+34% +$116K 0.07% 221
2022
Q3
$304K Sell
669
-393
-37% -$188K 0.05% 177
2022
Q2
$512K Buy
1,062
+22
+2% +$10.9K 0.08% 115
2022
Q1
$511K Sell
1,040
-303
-23% -$139K 0.08% 264
2021
Q4
$623K Buy
1,343
+257
+24% +$108K 0.09% 240
2021
Q3
$405K Sell
1,086
-167
-13% -$63.5K 0.07% 273
2021
Q2
$478K Buy
1,253
+75
+6% +$28.7K 0.1% 234
2021
Q1
$423K Buy
1,178
+74
+7% +$23.8K 0.1% 225
2020
Q4
$354K Sell
1,104
-187
-14% -$57.4K 0.09% 225
2020
Q3
$347K Sell
1,291
-497
-28% -$134K 0.09% 214
2020
Q2
$470K Buy
+1,788
New +$477K 0.11% 194
2020
Q1
Sell
-1,671
Closed -$505K 82
2019
Q4
$505K Buy
1,671
+245
+17% +$67.4K 0.15% 141
2019
Q3
$342K Buy
1,426
+471
+49% +$129K 0.11% 182
2019
Q2
$270K Buy
+955
New +$261K 0.1% 178
2018
Q4
Sell
-998
Closed -$274K 129
2018
Q3
$274K Buy
+998
New +$259K 0.06% 223
2018
Q2
Sell
-547
Closed -$124K 268
2018
Q1
$124K Buy
+547
New +$128K 0.07% 214

Other funds holding ELV

Virtue Capital Management's ELV Position: Q2 2026 in Review

Virtue Capital Management reduced its Elevance Health (ELV) stake by 9.7% in Q2 2026, selling an estimated $43.8K and leaving 1,099 shares worth $425K. The position accounts for 0.06% of the portfolio, ranked #221.

Virtue Capital Management first reported a position in ELV in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.2M in Q3 2025. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Virtue Capital Management held 1,099 shares of Elevance Health worth $425K as of Q2 2026.
  • Virtue Capital Management sold 118 Elevance Health shares in Q2 2026, an estimated $43.8K.
  • Elevance Health made up 0.06% of Virtue Capital Management's portfolio in Q2 2026, its #221 holding.
  • Virtue Capital Management first reported a position in Elevance Health in Q1 2018 and has held it in 30 quarters since.
  • Virtue Capital Management's Elevance Health position peaked at $1.2M in Q3 2025.
  • 917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.