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Cornerstone Wealth Group’s Elevance Health ELV Stock Holding History

Cornerstone Wealth Group’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 		$9.24M Buy
23,901
+23,052
+2,715% +$8.55M 0.55% 46
2026
Q1 		$279K Buy
+849
New +$279K 0.02% 342
2024
Q2 		– Sell
-1,052
Closed -$546K – 252
2024
Q1 		$546K Buy
1,052
+112
+12% +$55.7K 0.05% 154
2023
Q4 		$443K Buy
940
+14
+2% +$6.47K 0.06% 106
2023
Q3 		$403K Buy
926
+1
+0.1% +$454 0.07% 111
2023
Q2 		$411K Sell
925
-5,004
-84% -$2.31M 0.07% 110
2023
Q1 		$2.73M Buy
5,929
+18
+0.3% +$8.57K 0.48% 74
2022
Q4 		$3.03M Buy
5,911
+28
+0.5% +$14.2K 0.57% 60
2022
Q3 		$2.67M Sell
5,883
-644
-10% -$308K 0.59% 57
2022
Q2 		$3.15M Buy
6,527
+185
+3% +$91.5K 0.66% 56
2022
Q1 		$3.12M Sell
6,342
-3,240
-34% -$1.48M 0.57% 68
2021
Q4 		$4.44M Buy
9,582
+283
+3% +$119K 0.76% 38
2021
Q3 		$3.47M Buy
9,299
+8,481
+1,037% +$3.22M 0.61% 51
2021
Q2 		$314K Buy
818
+8
+1% +$3.06K 0.06% 126
2021
Q1 		$312K Sell
810
-57
-7% -$18.3K 0.06% 134
2020
Q4 		$278K Sell
867
-313
-27% -$96.1K 0.07% 130
2020
Q3 		$317K Buy
1,180
+417
+55% +$112K 0.09% 107
2020
Q2 		$201K Buy
+763
New +$204K 0.05% 119
2020
Q1 		– Sell
-751
Closed -$227K – 126
2019
Q4 		$227K Buy
+751
New +$207K 0.06% 125
2019
Q3 		– Sell
-1,718
Closed -$485K – 138
2019
Q2 		$485K Buy
1,718
+999
+139% +$273K 0.13% 114
2019
Q1 		$206K Buy
+719
New +$208K 0.05% 150

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 Wealth Group's ELV Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Elevance Health (ELV) stake by 2,715% in Q2 2026, buying an estimated $8.55M and bringing the position to 23,901 shares worth $9.24M. The position accounts for 0.55% of the portfolio, ranked #46.

Cornerstone Wealth Group first reported a position in ELV in Q1 2019 and has held it in 21 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Cornerstone Wealth Group held 23,901 shares of Elevance Health worth $9.24M as of Q2 2026.
  • Cornerstone Wealth Group bought 23,052 Elevance Health shares in Q2 2026, an estimated $8.55M.
  • Elevance Health made up 0.55% of Cornerstone Wealth Group's portfolio in Q2 2026, its #46 holding.
  • Cornerstone Wealth Group first reported a position in Elevance Health in Q1 2019 and has held it in 21 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.