Commonwealth Financial Services
ELV icon

Commonwealth Financial Services’s Elevance Health ELV Stock Holding History

Commonwealth Financial Services’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 		– Sell
-603
Closed -$233K – 309
2026
Q2 		$233K Buy
+603
New +$224K 0.03% 262

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Sumitomo Mitsui Trust Group
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Commonwealth Financial Services's ELV Position: Q3 2026 in Review

Commonwealth Financial Services sold out of Elevance Health (ELV) in Q3 2026, closing a stake of 603 shares — an estimated $233K sold.

Commonwealth Financial Services first reported a position in ELV in Q2 2026 and held it in 1 quarter. The position peaked at $233K in Q2 2026. 696 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Commonwealth Financial Services reported no remaining Elevance Health position as of Q3 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 603 Elevance Health shares in Q3 2026, an estimated $233K.
  • Commonwealth Financial Services first reported a position in Elevance Health in Q2 2026 and held it in 1 quarter.
  • Commonwealth Financial Services's Elevance Health position peaked at $233K in Q2 2026.
  • 696 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.