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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
Q2 		$131K Sell
340
-6
-2% -$2.23K ﹤0.01% 421
2026
Q1 		$101K Buy
+346
New +$114K ﹤0.01% 463

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cassaday & Co Wealth Management's ELV Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Elevance Health (ELV) stake by 1.7% in Q2 2026, selling an estimated $2.23K and leaving 340 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Cassaday & Co Wealth Management first reported a position in ELV in Q1 2026 and has held it in 2 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Cassaday & Co Wealth Management held 340 shares of Elevance Health worth $131K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 6 Elevance Health shares in Q2 2026, an estimated $2.23K.
  • Elevance Health made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #421 holding.
  • Cassaday & Co Wealth Management first reported a position in Elevance Health in Q1 2026 and has held it in 2 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.