Carolina Wealth Advisors’s Elevance Health ELV Stock Holding History

Carolina Wealth Advisors’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 Q2	$3.48K	Hold	9	–	–	﹤0.01%	255
2026 Q1	$2.63K	Hold	9	–	–	﹤0.01%	252
2025 Q4	$3.15K	Hold	9	–	–	﹤0.01%	214
2025 Q3	$2.91K	Hold	9	–	–	﹤0.01%	198
2025 Q2	$3.5K	Hold	9	–	–	﹤0.01%	202
2025 Q1	$3.92K	Hold	9	–	–	﹤0.01%	202
2024 Q4	$3.32K	Hold	9	–	–	﹤0.01%	223
2024 Q3	$4.68K	Hold	9	–	–	﹤0.01%	238
2024 Q2	$4.88K	Hold	9	–	–	﹤0.01%	168
2024 Q1	$4.67K	Hold	9	–	–	﹤0.01%	176
2023 Q4	$4.24K	Hold	9	–	–	﹤0.01%	188
2023 Q3	$3.92K	Hold	9	–	–	﹤0.01%	200
2023 Q2	$4K	Hold	9	–	–	﹤0.01%	193
2023 Q1	$4.14K	Hold	9	–	–	﹤0.01%	189
2022 Q4	$5K	Hold	9	–	–	﹤0.01%	171
2022 Q3	$4K	Hold	9	–	–	﹤0.01%	178
2022 Q2	$4K	Hold	9	–	–	﹤0.01%	201
2022 Q1	$4K	Hold	9	–	–	﹤0.01%	213
2021 Q4	$4K	Hold	9	–	–	﹤0.01%	219
2021 Q3	$3K	Hold	9	–	–	﹤0.01%	227
2021 Q2	$3K	Hold	9	–	–	﹤0.01%	249
2021 Q1	$3K	Hold	9	–	–	﹤0.01%	268
2020 Q4	$3K	Sell	9 -14	-61%	-$4.3K	﹤0.01%	199
2020 Q3	$6K	Buy	+23	New	+$6.19K	0.01%	162

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carolina Wealth Advisors's ELV Position: Q2 2026 in Review

Carolina Wealth Advisors held its Elevance Health (ELV) position steady in Q2 2026 at 9 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Carolina Wealth Advisors first reported a position in ELV in Q3 2020 and has held it in 24 quarters since. The position peaked at $6K in Q3 2020. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Carolina Wealth Advisors held 9 shares of Elevance Health worth $3.48K as of Q2 2026.
Carolina Wealth Advisors left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #255 holding.
Carolina Wealth Advisors first reported a position in Elevance Health in Q3 2020 and has held it in 24 quarters since.
Carolina Wealth Advisors's Elevance Health position peaked at $6K in Q3 2020.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.