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Cassaday & Co Wealth Management’s Elevance Health ELV Stock Holding History

Cassaday & Co 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
Q1 		$101K Buy
+346
New +$114K ﹤0.01% 463

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Cassaday & Co Wealth Management's ELV Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Elevance Health (ELV) in Q1 2026: 346 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings.

1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Cassaday & Co Wealth Management held 346 shares of Elevance Health worth $101K as of Q1 2026.
  • Elevance Health was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Elevance Health made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #463 holding.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.