Accurate Wealth Management
ELV icon

Accurate Wealth Management’s Elevance Health ELV Stock Holding History

Accurate 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
2026
Q3 		$1.47M Buy
3,446
+701
+26% +$280K 0.13% 171
2026
Q2 		$1.14M Buy
2,745
+1,946
+244% +$722K 0.11% 206
2026
Q1 		$249K Buy
799
+31
+4% +$10.2K 0.03% 462
2025
Q4 		$286K Buy
768
+39
+5% +$13.2K 0.04% 418
2025
Q3 		$256K Buy
729
+22
+3% +$6.84K 0.03% 430
2025
Q2 		$245K Buy
707
+33
+5% +$13.3K 0.04% 395
2025
Q1 		$296K Buy
674
+33
+5% +$13.2K 0.06% 287
2024
Q4 		$244K Sell
641
-4,709
-88% -$1.97M 0.05% 327
2024
Q3 		$2.59M Sell
5,350
-301
-5% -$161K 0.52% 55
2024
Q2 		$3M Buy
5,651
+397
+8% +$210K 0.72% 40
2024
Q1 		$2.79M Buy
5,254
+709
+16% +$353K 0.82% 34
2023
Q4 		$2.19M Sell
4,545
-153
-3% -$70.7K 0.68% 41
2023
Q3 		$2.19M Buy
+4,698
New +$2.13M 0.69% 44
2023
Q1 		– Sell
-72
Closed -$33.9K – 591
2022
Q4 		$33.9K Buy
+72
New +$36.6K 0.01% 543

Other funds holding ELV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Accurate Wealth Management's ELV Position: Q3 2026 in Review

Accurate Wealth Management increased its Elevance Health (ELV) stake by 26% in Q3 2026, buying an estimated $280K and bringing the position to 3,446 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #171.

Accurate Wealth Management first reported a position in ELV in Q4 2022 and has held it in 14 quarters since. The position peaked at $3M in Q2 2024. 1,385 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Accurate Wealth Management held 3,446 shares of Elevance Health worth $1.47M as of Q3 2026.
  • Accurate Wealth Management bought 701 Elevance Health shares in Q3 2026, an estimated $280K.
  • Elevance Health made up 0.13% of Accurate Wealth Management's portfolio in Q3 2026, its #171 holding.
  • Accurate Wealth Management first reported a position in Elevance Health in Q4 2022 and has held it in 14 quarters since.
  • Accurate Wealth Management's Elevance Health position peaked at $3M in Q2 2024.
  • 1,385 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.