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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Cornerstone Wealth Group's ELV Position: Q1 2026 in Review

Cornerstone Wealth Group opened a new position in Elevance Health (ELV) in Q1 2026: 849 shares worth $279K. The stake represents 0.02% of the portfolio and ranks #342 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in ELV as recently as Q1 2024.

Cornerstone Wealth Group first reported a position in ELV in Q1 2019 and has held it in 20 quarters since. The position peaked at $4.44M in Q4 2021. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Cornerstone Wealth Group held 849 shares of Elevance Health worth $279K as of Q1 2026.
  • Elevance Health was a new Cornerstone Wealth Group position in Q1 2026.
  • Elevance Health made up 0.02% of Cornerstone Wealth Group's portfolio in Q1 2026, its #342 holding.
  • Cornerstone Wealth Group first reported a position in Elevance Health in Q1 2019 and has held it in 20 quarters since.
  • Cornerstone Wealth Group's Elevance Health position peaked at $4.44M in Q4 2021.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.