Capital Asset Advisory Services’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
Other funds holding ELV
Capital Asset Advisory Services's ELV Position: Q2 2026 in Review
Capital Asset Advisory Services increased its Elevance Health (ELV) stake by 48% in Q2 2026, buying an estimated $142K and bringing the position to 1,182 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #218.
Capital Asset Advisory Services first reported a position in ELV in Q2 2024 and has held it in 5 quarters since. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Capital Asset Advisory Services held 1,182 shares of Elevance Health worth $457K as of Q2 2026.
- Capital Asset Advisory Services bought 384 Elevance Health shares in Q2 2026, an estimated $142K.
- Elevance Health made up 0.02% of Capital Asset Advisory Services's portfolio in Q2 2026, its #218 holding.
- Capital Asset Advisory Services first reported a position in Elevance Health in Q2 2024 and has held it in 5 quarters since.
- 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.