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RAFFA WEALTH MANAGEMENT, LLC’s Elevance Health ELV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$20.5K Buy
53
+4
+8% +$1.48K ﹤0.01% 284
2026
Q1 		$14.3K Sell
49
-2
-4% -$657 ﹤0.01% 323
2025
Q4 		$17.9K Buy
51
+4
+9% +$1.35K ﹤0.01% 280
2025
Q3 		$15.2K Buy
47
+4
+9% +$1.24K ﹤0.01% 298
2025
Q2 		$16.7K Hold
43
– – ﹤0.01% 293
2025
Q1 		$18.7K Hold
43
– – ﹤0.01% 232
2024
Q4 		$15.9K Sell
43
-9
-17% -$3.77K ﹤0.01% 264
2024
Q3 		$27K Hold
52
– – 0.01% 193
2024
Q2 		$28.2K Hold
52
– – 0.01% 258
2024
Q1 		$27K Hold
52
– – 0.01% 252
2023
Q4 		$24.5K Hold
52
– – 0.01% 188
2023
Q3 		$22.6K Buy
52
+26
+100% +$11.8K 0.01% 188
2023
Q2 		$11.6K Hold
26
– – ﹤0.01% 265
2023
Q1 		$12K Hold
26
– – ﹤0.01% 271
2022
Q4 		$13.3K Sell
26
-3
-10% -$1.52K 0.01% 245
2022
Q3 		$13.2K Sell
29
-2
-6% -$957 0.01% 243
2022
Q2 		$15K Buy
31
+2
+7% +$989 0.01% 245
2022
Q1 		$14.2K Buy
29
+2
+7% +$914 0.01% 247
2021
Q4 		$12.5K Hold
27
– – ﹤0.01% 270
2021
Q3 		$10.1K Buy
27
+1
+4% +$380 ﹤0.01% 261
2021
Q2 		$9.93K Hold
26
– – ﹤0.01% 265
2021
Q1 		$9.33K Buy
26
+5
+24% +$1.61K ﹤0.01% 288
2020
Q4 		$6.74K Hold
21
– – ﹤0.01% 308
2020
Q3 		$5.64K Sell
21
-4
-16% -$1.08K ﹤0.01% 309
2020
Q2 		$6.58K Buy
25
+1
+4% +$267 ﹤0.01% 270
2020
Q1 		$5.45K Sell
24
-101
-81% -$27.5K ﹤0.01% 270
2019
Q4 		$37.8K Hold
125
– – 0.01% 149
2019
Q3 		$30K Buy
+125
New +$34.2K 0.01% 169
2019
Q2 		– Sell
-18
Closed -$5.17K – 934
2019
Q1 		$5.17K Hold
18
– – ﹤0.01% 226
2018
Q4 		$4.73K Hold
18
– – ﹤0.01% 246
2018
Q3 		$4.93K Hold
18
– – ﹤0.01% 264
2018
Q2 		$4.29K Hold
18
– – ﹤0.01% 265
2018
Q1 		$3.96K Buy
+18
New +$4.23K ﹤0.01% 266
2017
Q1 		– Sell
-6
Closed -$863 – 515
2016
Q4 		$863 Hold
6
– – ﹤0.01% 482
2016
Q3 		$752 Hold
6
– – ﹤0.01% 523
2016
Q2 		$788 Hold
6
– – ﹤0.01% 471
2016
Q1 		$834 Hold
6
– – ﹤0.01% 456
2015
Q4 		$837 Hold
6
– – ﹤0.01% 454
2015
Q3 		$840 Hold
6
– – ﹤0.01% 434
2015
Q2 		$985 Hold
6
– – ﹤0.01% 399
2015
Q1 		$926 Hold
6
– – ﹤0.01% 409
2014
Q4 		$754 Hold
6
– – ﹤0.01% 455
2014
Q3 		$718 Buy
+6
New +$688 ﹤0.01% 436
2014
Q1 		– Sell
-6
Closed -$754 – 416
2013
Q4 		$754 Buy
+6
New +$533 ﹤0.01% 455

Other funds holding ELV

HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ELV Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Elevance Health (ELV) stake by 8.2% in Q2 2026, buying an estimated $1.48K and bringing the position to 53 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ELV in Q4 2013 and has held it in 44 quarters since. The position peaked at $37.8K in Q4 2019. 506 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 53 shares of Elevance Health worth $20.5K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 4 Elevance Health shares in Q2 2026, an estimated $1.48K.
  • Elevance Health made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #284 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Elevance Health in Q4 2013 and has held it in 44 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Elevance Health position peaked at $37.8K in Q4 2019.
  • 506 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.