CWM
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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Centurion Wealth Management's ELV Position: Q2 2026 in Review

Centurion Wealth Management reduced its Elevance Health (ELV) stake by 1.8% in Q2 2026, selling an estimated $9.27K and leaving 1,374 shares worth $531K. The position accounts for 0.13% of the portfolio, ranked #150.

Centurion Wealth Management first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Centurion Wealth Management held 1,374 shares of Elevance Health worth $531K as of Q2 2026.
  • Centurion Wealth Management sold 25 Elevance Health shares in Q2 2026, an estimated $9.27K.
  • Elevance Health made up 0.13% of Centurion Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Centurion Wealth Management first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.