Carson Wealth (CWM LLC)’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.99M | Sell |
6,803
-12,679
| -65% | -$4.17M | 0.01% | 1196 |
|
|
2025
Q4 | $6.83M | Buy |
19,482
+394
| +2% | +$133K | 0.02% | 657 |
|
|
2025
Q3 | $6.17M | Buy |
19,088
+11,962
| +168% | +$3.72M | 0.02% | 630 |
|
|
2025
Q2 | $2.77M | Sell |
7,126
-6,616
| -48% | -$2.66M | 0.01% | 820 |
|
|
2025
Q1 | $5.98M | Buy |
13,742
+9,311
| +210% | +$3.74M | 0.02% | 474 |
|
|
2024
Q4 | $1.64M | Sell |
4,431
-3,114
| -41% | -$1.3M | 0.01% | 860 |
|
|
2024
Q3 | $3.92M | Sell |
7,545
-888
| -11% | -$474K | 0.02% | 501 |
|
|
2024
Q2 | $4.57M | Buy |
8,433
+1,068
| +15% | +$565K | 0.02% | 437 |
|
|
2024
Q1 | $3.82M | Buy |
7,365
+1,305
| +22% | +$649K | 0.02% | 466 |
|
|
2023
Q4 | $2.86M | Buy |
6,060
+140
| +2% | +$64.7K | 0.02% | 514 |
|
|
2023
Q3 | $2.58M | Sell |
5,920
-2
| -0% | -$907 | 0.02% | 493 |
|
|
2023
Q2 | $2.63M | Buy |
5,922
+472
| +9% | +$218K | 0.02% | 470 |
|
|
2023
Q1 | $2.51M | Sell |
5,450
-121
| -2% | -$57.6K | 0.02% | 444 |
|
|
2022
Q4 | $2.86M | Buy |
5,571
+295
| +6% | +$150K | 0.02% | 392 |
|
|
2022
Q3 | $2.4M | Buy |
5,276
+573
| +12% | +$274K | 0.02% | 399 |
|
|
2022
Q2 | $2.27M | Buy |
4,703
+111
| +2% | +$54.9K | 0.02% | 397 |
|
|
2022
Q1 | $2.26M | Buy |
4,592
+2,119
| +86% | +$969K | 0.02% | 392 |
|
|
2021
Q4 | $1.15M | Buy |
+2,473
| New | +$1.04M | 0.01% | 552 |
|
|
2021
Q2 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 670 |
|
|
2021
Q1 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 670 |
|
|
2020
Q4 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 670 |
|
|
2020
Q3 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 670 |
|
|
2020
Q2 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 670 |
|
|
2020
Q1 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 670 |
|
|
2019
Q4 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 670 |
|
|
2019
Q3 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 670 |
|
|
2019
Q2 | $516K | Hold |
1,351
| – | – | ﹤0.01% | 670 |
|
|
2019
Q1 | $516K | Buy |
1,351
+1,231
| +1,026% | +$356K | ﹤0.01% | 670 |
|
|
2018
Q4 | $32K | Buy |
120
+17
| +17% | +$4.67K | ﹤0.01% | 993 |
|
|
2018
Q3 | $28K | Sell |
103
-24
| -19% | -$6.23K | ﹤0.01% | 875 |
|
|
2018
Q2 | $30K | Buy |
127
+92
| +263% | +$21.3K | ﹤0.01% | 743 |
|
|
2018
Q1 | $8K | Buy |
+35
| New | +$8.22K | ﹤0.01% | 890 |
|
|
2017
Q1 | – | Sell |
-80
| Closed | -$12K | – | 1209 |
|
|
2016
Q4 | $12K | Buy |
+80
| New | +$10.7K | ﹤0.01% | 695 |
|
|
2014
Q1 | – | Sell |
-192
| Closed | -$18K | – | 248 |
|
|
2013
Q4 | $18K | Buy |
+192
| New | +$17.1K | ﹤0.01% | 384 |
|
Other funds holding ELV
VCM
VPM
Carson Wealth (CWM LLC)'s ELV Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Elevance Health (ELV) stake by 65% in Q1 2026, selling an estimated $4.17M and leaving 6,803 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #1196.
Carson Wealth (CWM LLC) first reported a position in ELV in Q4 2013 and has held it in 34 quarters since. The position peaked at $6.83M in Q4 2025. 1,468 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Carson Wealth (CWM LLC) held 6,803 shares of Elevance Health worth $1.99M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 12,679 Elevance Health shares in Q1 2026, an estimated $4.17M.
- Elevance Health made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1196 holding.
- Carson Wealth (CWM LLC) first reported a position in Elevance Health in Q4 2013 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Elevance Health position peaked at $6.83M in Q4 2025.
- 1,468 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.