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Cornerstone Financial Management’s Elevance Health ELV Stock Holding History

Cornerstone Financial 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 		$104K Buy
270
+29
+12% +$10.8K 0.08% 119
2026
Q1 		$70.6K Buy
241
+212
+731% +$69.7K 0.06% 122
2025
Q4 		$10.2K Buy
+29
New +$9.8K 0.01% 284

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Cornerstone Financial Management's ELV Position: Q2 2026 in Review

Cornerstone Financial Management increased its Elevance Health (ELV) stake by 12% in Q2 2026, buying an estimated $10.8K and bringing the position to 270 shares worth $104K. The position accounts for 0.08% of the portfolio, ranked #119.

Cornerstone Financial Management first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Cornerstone Financial Management held 270 shares of Elevance Health worth $104K as of Q2 2026.
  • Cornerstone Financial Management bought 29 Elevance Health shares in Q2 2026, an estimated $10.8K.
  • Elevance Health made up 0.08% of Cornerstone Financial Management's portfolio in Q2 2026, its #119 holding.
  • Cornerstone Financial Management first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.