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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

ELV holding history

Elevance Health, Inc. in every 13F filed by Advisor OS, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ELV overviewAll 13F holders of ELVFull Q2 2026 holdings

Shares (Q2 2026)
675
Value
$261.1K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2023
Holdings of ELV by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026675$261.1K<0.1%+675NewHolders
Q1 20260$00.0%−1,830−100.0%Sold outHolders
Q4 20251,830$641.7K0.1%+58+3.3%AddedHolders
Q3 20251,772$572.6K<0.1%+102+6.1%AddedHolders
Q2 20251,670$649.5K0.1%+1,075+180.7%AddedHolders
Q1 2025595$258.6K<0.1%+595NewHolders
Q3 20240$00.0%−380−100.0%Sold outHolders
Q2 2024380$205.9K<0.1%+380NewHolders
Q1 20240$00.0%−551−100.0%Sold outHolders
Q4 2023551$259.7K<0.1%+551NewHolders