Waverly Advisors’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
Q1 | $2.02M | Sell |
6,913
-300
| -4% | -$98.6K | 0.02% | 644 |
|
|
2025
Q4 | $2.53M | Buy |
7,213
+627
| +10% | +$212K | 0.02% | 539 |
|
|
2025
Q3 | $2.13M | Buy |
6,586
+655
| +11% | +$204K | 0.02% | 502 |
|
|
2025
Q2 | $2.31M | Sell |
5,931
-298
| -5% | -$120K | 0.03% | 467 |
|
|
2025
Q1 | $2.71M | Buy |
6,229
+719
| +13% | +$289K | 0.03% | 411 |
|
|
2024
Q4 | $2.03M | Buy |
5,510
+2,233
| +68% | +$934K | 0.03% | 386 |
|
|
2024
Q3 | $1.7M | Buy |
3,277
+133
| +4% | +$71.1K | 0.03% | 361 |
|
|
2024
Q2 | $1.7M | Buy |
3,144
+271
| +9% | +$143K | 0.03% | 345 |
|
|
2024
Q1 | $1.49M | Buy |
2,873
+474
| +20% | +$236K | 0.04% | 305 |
|
|
2023
Q4 | $1.13M | Buy |
2,399
+1,146
| +91% | +$530K | 0.04% | 205 |
|
|
2023
Q3 | $545K | Sell |
1,253
-31
| -2% | -$14.1K | 0.02% | 256 |
|
|
2023
Q2 | $570K | Hold |
1,284
| – | – | 0.03% | 232 |
|
|
2023
Q1 | $590K | Buy |
1,284
+458
| +55% | +$218K | 0.03% | 174 |
|
|
2022
Q4 | $424K | Buy |
826
+18
| +2% | +$9.14K | 0.02% | 192 |
|
|
2022
Q3 | $367K | Buy |
808
+154
| +24% | +$73.7K | 0.03% | 182 |
|
|
2022
Q2 | $315K | Buy |
654
+6
| +0.9% | +$2.97K | 0.03% | 163 |
|
|
2022
Q1 | $318K | Sell |
648
-19
| -3% | -$8.69K | 0.03% | 153 |
|
|
2021
Q4 | $299K | Sell |
667
-149
| -18% | -$62.7K | 0.03% | 154 |
|
|
2021
Q3 | $352K | Buy |
816
+151
| +23% | +$57.4K | 0.03% | 154 |
|
|
2021
Q2 | $245K | Hold |
665
| – | – | 0.02% | 167 |
|
|
2021
Q1 | $260K | Sell |
665
-135
| -17% | -$43.4K | 0.03% | 149 |
|
|
2020
Q4 | $234K | Buy |
+800
| New | +$246K | 0.02% | 135 |
|
|
2018
Q1 | – | Sell |
-2,487
| Closed | -$560K | – | 243 |
|
|
2017
Q4 | $560K | Buy |
2,487
+120
| +5% | +$25.6K | 0.08% | 137 |
|
|
2017
Q3 | $449K | Sell |
2,367
-1,508
| -39% | -$287K | 0.1% | 141 |
|
|
2017
Q2 | $729K | Buy |
3,875
+48
| +1% | +$8.63K | 0.18% | 105 |
|
|
2017
Q1 | $633K | Buy |
+3,827
| New | +$609K | 0.17% | 114 |
|
|
2015
Q4 | – | Sell |
-215
| Closed | -$30K | – | 203 |
|
|
2015
Q3 | $30K | Buy |
215
+140
| +187% | +$21K | 0.02% | 200 |
|
|
2015
Q2 | $12K | Buy |
75
+18
| +32% | +$2.88K | 0.01% | 257 |
|
|
2015
Q1 | $9K | Sell |
57
-237
| -81% | -$33.7K | ﹤0.01% | 270 |
|
|
2014
Q4 | $37K | Sell |
294
-270
| -48% | -$33.4K | 0.02% | 152 |
|
|
2014
Q3 | $67K | Sell |
564
-233
| -29% | -$26.7K | 0.04% | 186 |
|
|
2014
Q2 | $86K | Buy |
797
+436
| +121% | +$44.9K | 0.04% | 165 |
|
|
2014
Q1 | $36K | Sell |
361
-138
| -28% | -$12.5K | 0.02% | 249 |
|
|
2013
Q4 | $46K | Buy |
499
+80
| +19% | +$7.11K | 0.02% | 344 |
|
|
2013
Q3 | $35K | Buy |
+419
| New | +$35.9K | 0.02% | 294 |
|
Other funds holding ELV
VCM
VPM
Waverly Advisors's ELV Position: Q1 2026 in Review
Waverly Advisors reduced its Elevance Health (ELV) stake by 4.2% in Q1 2026, selling an estimated $98.6K and leaving 6,913 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #644.
Waverly Advisors first reported a position in ELV in Q3 2013 and has held it in 35 quarters since. The position peaked at $2.71M in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Waverly Advisors held 6,913 shares of Elevance Health worth $2.02M as of Q1 2026.
- Waverly Advisors sold 300 Elevance Health shares in Q1 2026, an estimated $98.6K.
- Elevance Health made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #644 holding.
- Waverly Advisors first reported a position in Elevance Health in Q3 2013 and has held it in 35 quarters since.
- Waverly Advisors's Elevance Health position peaked at $2.71M in Q1 2025.
- 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.