Centurion Wealth Management
ELV icon

Centurion Wealth Management’s Elevance Health ELV Stock Holding History

Centurion 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
Q3 		$538K Buy
1,384
+10
+0.7% +$3.99K 0.13% 142
2026
Q2 		$531K Sell
1,374
-25
-2% -$9.27K 0.13% 150
2026
Q1 		$410K Buy
1,399
+10
+0.7% +$3.29K 0.09% 194
2025
Q4 		$487K Buy
1,389
+37
+3% +$12.5K 0.11% 165
2025
Q3 		$437K Buy
+1,352
New +$420K 0.1% 172

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
High Ground Investment Management
High Ground Investment Management London, United Kingdom $1.3B AUM 17.7% 1-Year Est. Return

Centurion Wealth Management's ELV Position: Q3 2026 in Review

Centurion Wealth Management increased its Elevance Health (ELV) stake by 0.73% in Q3 2026, buying an estimated $3.99K and bringing the position to 1,384 shares worth $538K. The position accounts for 0.13% of the portfolio, ranked #142.

Centurion Wealth Management first reported a position in ELV in Q3 2025 and has held it in 5 quarters since. 866 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Centurion Wealth Management held 1,384 shares of Elevance Health worth $538K as of Q3 2026.
  • Centurion Wealth Management bought 10 Elevance Health shares in Q3 2026, an estimated $3.99K.
  • Elevance Health made up 0.13% of Centurion Wealth Management's portfolio in Q3 2026, its #142 holding.
  • Centurion Wealth Management first reported a position in Elevance Health in Q3 2025 and has held it in 5 quarters since.
  • 866 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.