Cornerstone Wealth Management’s Elevance Health ELV Stock Holding History

Cornerstone Wealth 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	$334K	Sell	863 -85	-9%	-$31.5K	0.01%	581
2026 Q1	$277K	Buy	948 +13	+1%	+$4.27K	0.01%	596
2025 Q4	$328K	Buy	+935	New	+$316K	0.02%	521
2019 Q3	–	Sell	-742	Closed	-$208K	–	352
2019 Q2	$208K	Buy	+742	New	+$203K	0.04%	337
2018 Q3	–	Sell	-55,994	Closed	-$235K	–	1363
2018 Q2	$235K	Buy	+55,994	New	+$13M	﹤0.01%	1269

Other funds holding ELV

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its Elevance Health (ELV) stake by 9% in Q2 2026, selling an estimated $31.5K and leaving 863 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #581.

Cornerstone Wealth Management first reported a position in ELV in Q2 2018 and has held it in 5 quarters since. 419 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Cornerstone Wealth Management held 863 shares of Elevance Health worth $334K as of Q2 2026.
Cornerstone Wealth Management sold 85 Elevance Health shares in Q2 2026, an estimated $31.5K.
Elevance Health made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #581 holding.
Cornerstone Wealth Management first reported a position in Elevance Health in Q2 2018 and has held it in 5 quarters since.
419 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.