Commonwealth Retirement Investments’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$161K Buy
+417
New +$155K 0.04% 135
2026
Q1
Sell
-417
Closed -$146K 204
2025
Q4
$146K Buy
+417
New +$141K 0.05% 134
2024
Q4
Sell
-417
Closed -$217K 101
2024
Q3
$217K Hold
417
0.09% 90
2024
Q2
$226K Hold
417
0.1% 86
2024
Q1
$216K Buy
+417
New +$207K 0.1% 76
2023
Q1
Sell
-422
Closed -$216K 61
2022
Q4
$216K Buy
+422
New +$214K 0.13% 64

Other funds holding ELV

Commonwealth Retirement Investments's ELV Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Elevance Health (ELV) in Q2 2026: 417 shares worth $161K. The stake represents 0.04% of the portfolio and ranks #135 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in ELV as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in ELV in Q4 2022 and has held it in 6 quarters since. The position peaked at $226K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Commonwealth Retirement Investments held 417 shares of Elevance Health worth $161K as of Q2 2026.
  • Elevance Health was a new Commonwealth Retirement Investments position in Q2 2026.
  • Elevance Health made up 0.04% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #135 holding.
  • Commonwealth Retirement Investments first reported a position in Elevance Health in Q4 2022 and has held it in 6 quarters since.
  • Commonwealth Retirement Investments's Elevance Health position peaked at $226K in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.