VAG
ELV icon

VisionPoint Advisory Group’s Elevance Health ELV Stock Holding History

VisionPoint Advisory Group’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 		$566K Sell
1,457
-123
-8% -$49.1K 0.09% 222
2026
Q2 		$611K Buy
1,580
+22
+1% +$8.16K 0.1% 226
2026
Q1 		$456K Buy
1,558
+15
+1% +$4.93K 0.09% 243
2025
Q4 		$541K Sell
1,543
-255
-14% -$86.2K 0.11% 197
2025
Q3 		$581K Buy
1,798
+418
+30% +$130K 0.12% 180
2025
Q2 		$537K Buy
1,380
+5
+0.4% +$2.01K 0.12% 182
2025
Q1 		$598K Buy
1,375
+122
+10% +$49K 0.21% 101
2024
Q4 		$458K Buy
+1,253
New +$524K 0.16% 118
2024
Q3 		– Sell
-2
Closed -$1.08K – 395
2024
Q2 		$1.08K Sell
2
-1
-33% -$529 ﹤0.01% 714
2024
Q1 		$1.56K Buy
+3
New +$1.49K ﹤0.01% 702

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

VisionPoint Advisory Group's ELV Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Elevance Health (ELV) stake by 7.8% in Q3 2026, selling an estimated $49.1K and leaving 1,457 shares worth $566K. The position accounts for 0.09% of the portfolio, ranked #222.

VisionPoint Advisory Group first reported a position in ELV in Q1 2024 and has held it in 10 quarters since. The position peaked at $611K in Q2 2026. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • VisionPoint Advisory Group held 1,457 shares of Elevance Health worth $566K as of Q3 2026.
  • VisionPoint Advisory Group sold 123 Elevance Health shares in Q3 2026, an estimated $49.1K.
  • Elevance Health made up 0.09% of VisionPoint Advisory Group's portfolio in Q3 2026, its #222 holding.
  • VisionPoint Advisory Group first reported a position in Elevance Health in Q1 2024 and has held it in 10 quarters since.
  • VisionPoint Advisory Group's Elevance Health position peaked at $611K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.