Vista Investment 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 | $2.14M | Sell |
5,540
-32
| -0.6% | -$11.9K | 0.64% | 49 |
|
|
2026
Q1 | $1.63M | Buy |
5,572
+103
| +2% | +$33.9K | 0.54% | 59 |
|
|
2025
Q4 | $1.92M | Sell |
5,469
-60
| -1% | -$20.3K | 0.63% | 49 |
|
|
2025
Q3 | $1.79M | Buy |
5,529
+856
| +18% | +$266K | 0.62% | 50 |
|
|
2025
Q2 | $1.82M | Buy |
4,673
+28
| +0.6% | +$11.3K | 0.67% | 47 |
|
|
2025
Q1 | $2.02M | Sell |
4,645
-44
| -0.9% | -$17.7K | 0.79% | 38 |
|
|
2024
Q4 | $1.73M | Buy |
4,689
+607
| +15% | +$254K | 0.66% | 50 |
|
|
2024
Q3 | $2.12M | Buy |
4,082
+3
| +0.1% | +$1.6K | 0.8% | 37 |
|
|
2024
Q2 | $2.21M | Buy |
4,079
+33
| +0.8% | +$17.4K | 0.9% | 34 |
|
|
2024
Q1 | $2.1M | Buy |
4,046
+14
| +0.3% | +$6.96K | 0.85% | 34 |
|
|
2023
Q4 | $1.9M | Buy |
4,032
+134
| +3% | +$62K | 0.88% | 35 |
|
|
2023
Q3 | $1.7M | Buy |
3,898
+5
| +0.1% | +$2.27K | 0.89% | 34 |
|
|
2023
Q2 | $1.73M | Sell |
3,893
-45
| -1% | -$20.8K | 0.88% | 35 |
|
|
2023
Q1 | $1.81M | Sell |
3,938
-8
| -0.2% | -$3.81K | 0.96% | 31 |
|
|
2022
Q4 | $2.02M | Sell |
3,946
-113
| -3% | -$57.4K | 1.16% | 23 |
|
|
2022
Q3 | $1.84M | Sell |
4,059
-31
| -0.8% | -$14.8K | 1.14% | 22 |
|
|
2022
Q2 | $1.97M | Sell |
4,090
-111
| -3% | -$54.9K | 1.19% | 21 |
|
|
2022
Q1 | $2.06M | Sell |
4,201
-142
| -3% | -$64.9K | 1.13% | 22 |
|
|
2021
Q4 | $2.01M | Sell |
4,343
-56
| -1% | -$23.6K | 1.09% | 24 |
|
|
2021
Q3 | $1.64M | Sell |
4,399
-59
| -1% | -$22.4K | 0.96% | 31 |
|
|
2021
Q2 | $1.7M | Sell |
4,458
-88
| -2% | -$33.6K | 1% | 29 |
|
|
2021
Q1 | $1.63M | Sell |
4,546
-58
| -1% | -$18.7K | 1.02% | 29 |
|
|
2020
Q4 | $1.48M | Sell |
4,604
-568
| -11% | -$174K | 0.99% | 33 |
|
|
2020
Q3 | $1.39M | Buy |
5,172
+8
| +0.2% | +$2.15K | 1.06% | 32 |
|
|
2020
Q2 | $1.36M | Sell |
5,164
-67
| -1% | -$17.9K | 1.17% | 30 |
|
|
2020
Q1 | $1.19M | Sell |
5,231
-42
| -0.8% | -$11.4K | 1.21% | 25 |
|
|
2019
Q4 | $1.59M | Sell |
5,273
-134
| -2% | -$36.9K | 1.2% | 24 |
|
|
2019
Q3 | $1.3M | Sell |
5,407
-119
| -2% | -$32.6K | 1.07% | 31 |
|
|
2019
Q2 | $1.56M | Sell |
5,526
-114
| -2% | -$31.1K | 1.32% | 24 |
|
|
2019
Q1 | $1.62M | Sell |
5,640
-194
| -3% | -$56.1K | 1.42% | 23 |
|
|
2018
Q4 | $1.53M | Sell |
5,834
-194
| -3% | -$53.3K | 1.58% | 15 |
|
|
2018
Q3 | $1.65M | Sell |
6,028
-160
| -3% | -$41.5K | 1.46% | 13 |
|
|
2018
Q2 | $1.47M | Buy |
6,188
+20
| +0.3% | +$4.63K | 1.44% | 15 |
|
|
2018
Q1 | $1.35M | Sell |
6,168
-54
| -0.9% | -$12.7K | 1.42% | 18 |
|
|
2017
Q4 | $1.4M | Buy |
+6,222
| New | +$1.33M | 1.46% | 18 |
|
Other funds holding ELV
Vista Investment Management's ELV Position: Q2 2026 in Review
Vista Investment Management reduced its Elevance Health (ELV) stake by 0.57% in Q2 2026, selling an estimated $11.9K and leaving 5,540 shares worth $2.14M. The position accounts for 0.64% of the portfolio, ranked #49.
Vista Investment Management first reported a position in ELV in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.21M in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Vista Investment Management held 5,540 shares of Elevance Health worth $2.14M as of Q2 2026.
- Vista Investment Management sold 32 Elevance Health shares in Q2 2026, an estimated $11.9K.
- Elevance Health made up 0.64% of Vista Investment Management's portfolio in Q2 2026, its #49 holding.
- Vista Investment Management first reported a position in Elevance Health in Q4 2017 and has held it in 35 quarters since.
- Vista Investment Management's Elevance Health position peaked at $2.21M in Q2 2024.
- 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.