Center for Wealth Management Advisory’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
Other funds holding ELV
Center for Wealth Management Advisory's ELV Position: Q2 2026 in Review
Center for Wealth Management Advisory reduced its Elevance Health (ELV) stake by 6.9% in Q2 2026, selling an estimated $138K and leaving 4,993 shares worth $1.93M. The position accounts for 1.21% of the portfolio, ranked #21.
Center for Wealth Management Advisory first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Center for Wealth Management Advisory held 4,993 shares of Elevance Health worth $1.93M as of Q2 2026.
- Center for Wealth Management Advisory sold 372 Elevance Health shares in Q2 2026, an estimated $138K.
- Elevance Health made up 1.21% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #21 holding.
- Center for Wealth Management Advisory first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
- 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.