Activest Wealth Management’s Elevance Health ELV Stock Holding History

Activest 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	$24.9K	Buy	64 +38	+146%	+$15.2K	﹤0.01%	392
2026 Q2	$10.1K	Sell	26 -14	-35%	-$5.19K	﹤0.01%	582
2026 Q1	$11.7K	Buy	40 +9	+29%	+$2.96K	﹤0.01%	646
2025 Q4	$10.9K	Sell	31 -54	-64%	-$18.2K	﹤0.01%	644
2025 Q3	$27.5K	Buy	85 +34	+67%	+$10.6K	0.01%	330
2025 Q2	$19.8K	Buy	51 +31	+155%	+$12.5K	﹤0.01%	326
2025 Q1	$8.7K	Buy	20 +18	+900%	+$7.23K	﹤0.01%	422
2024 Q4	$738	Buy	+2	New	+$837	﹤0.01%	489

Other funds holding ELV

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

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

Activest Wealth Management increased its Elevance Health (ELV) stake by 146% in Q3 2026, buying an estimated $15.2K and bringing the position to 64 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Activest Wealth Management first reported a position in ELV in Q4 2024 and has held it in 8 quarters since. The position peaked at $27.5K in Q3 2025. 936 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Activest Wealth Management held 64 shares of Elevance Health worth $24.9K as of Q3 2026.
Activest Wealth Management bought 38 Elevance Health shares in Q3 2026, an estimated $15.2K.
Elevance Health made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #392 holding.
Activest Wealth Management first reported a position in Elevance Health in Q4 2024 and has held it in 8 quarters since.
Activest Wealth Management's Elevance Health position peaked at $27.5K in Q3 2025.
936 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.