AWM
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Accredited Wealth Management’s Elevance Health ELV Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$18.4K Buy
83
+26
+46% +$8.09K 0.01% 202
2025
Q2 		$22.2K Buy
+57
New +$22.9K 0.02% 196
2025
Q1 		– Sell
-67
Closed -$24.7K – 397
2024
Q4 		$24.7K Buy
+67
New +$28K 0.02% 181

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Accredited Wealth Management's ELV Position: Q3 2025 in Review

Accredited Wealth Management increased its Elevance Health (ELV) stake by 46% in Q3 2025, buying an estimated $8.09K and bringing the position to 83 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #202.

Accredited Wealth Management first reported a position in ELV in Q4 2024 and has held it in 3 quarters since. The position peaked at $24.7K in Q4 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Accredited Wealth Management held 83 shares of Elevance Health worth $18.4K as of Q3 2025.
  • Accredited Wealth Management bought 26 Elevance Health shares in Q3 2025, an estimated $8.09K.
  • Elevance Health made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #202 holding.
  • Accredited Wealth Management first reported a position in Elevance Health in Q4 2024 and has held it in 3 quarters since.
  • Accredited Wealth Management's Elevance Health position peaked at $24.7K in Q4 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.