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Center for Wealth Management Advisory’s Elevance Health ELV Stock Holding History

Center for Wealth Management Advisory’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 		$1.57M Buy
5,365
+626
+13% +$206K 1.13% 31
2025
Q4 		$1.66M Buy
+4,739
New +$1.6M 1.22% 24

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

Center for Wealth Management Advisory's ELV Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its Elevance Health (ELV) stake by 13% in Q1 2026, buying an estimated $206K and bringing the position to 5,365 shares worth $1.57M. The position accounts for 1.13% of the portfolio, ranked #31.

Center for Wealth Management Advisory first reported a position in ELV in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.66M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Center for Wealth Management Advisory held 5,365 shares of Elevance Health worth $1.57M as of Q1 2026.
  • Center for Wealth Management Advisory bought 626 Elevance Health shares in Q1 2026, an estimated $206K.
  • Elevance Health made up 1.13% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #31 holding.
  • Center for Wealth Management Advisory first reported a position in Elevance Health in Q4 2025 and has held it in 2 quarters since.
  • Center for Wealth Management Advisory's Elevance Health position peaked at $1.66M in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.