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Cherry Tree Wealth Management’s Elevance Health ELV Stock Holding History

Cherry Tree 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
Q1 		$293 Hold
1
– – ﹤0.01% 574
2025
Q4 		$351 Sell
1
-13
-93% -$4.39K ﹤0.01% 575
2025
Q3 		$4.52K Hold
14
– – ﹤0.01% 478
2025
Q2 		$5.45K Sell
14
-39
-74% -$15.7K ﹤0.01% 466
2025
Q1 		$23.1K Buy
53
+20
+61% +$8.03K 0.01% 329
2024
Q4 		$12.2K Hold
33
– – ﹤0.01% 386
2024
Q3 		$17.2K Hold
33
– – ﹤0.01% 361
2024
Q2 		$17.9K Buy
33
+14
+74% +$7.4K ﹤0.01% 340
2024
Q1 		$9.85K Hold
19
– – ﹤0.01% 380
2023
Q4 		$8.96K Hold
19
– – ﹤0.01% 363
2023
Q3 		$8.27K Hold
19
– – ﹤0.01% 357
2023
Q2 		$8.44K Buy
+19
New +$8.77K ﹤0.01% 350

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Cherry Tree Wealth Management's ELV Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Elevance Health (ELV) position steady in Q1 2026 at 1 share worth $293. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Cherry Tree Wealth Management first reported a position in ELV in Q2 2023 and has held it in 12 quarters since. The position peaked at $23.1K in Q1 2025. 1,470 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Cherry Tree Wealth Management held 1 share of Elevance Health worth $293 as of Q1 2026.
  • Cherry Tree Wealth Management left its Elevance Health share count unchanged in Q1 2026.
  • Elevance Health made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #574 holding.
  • Cherry Tree Wealth Management first reported a position in Elevance Health in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Elevance Health position peaked at $23.1K in Q1 2025.
  • 1,470 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.