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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
Q3 		$336K Buy
864
+1
+0.1% +$399 0.01% 584
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

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Cornerstone Wealth Management's ELV Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Elevance Health (ELV) stake by 0.12% in Q3 2026, buying an estimated $399 and bringing the position to 864 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #584.

Cornerstone Wealth Management first reported a position in ELV in Q2 2019 and has held it in 5 quarters since. 1,031 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Cornerstone Wealth Management held 864 shares of Elevance Health worth $336K as of Q3 2026.
  • Cornerstone Wealth Management bought 1 Elevance Health share in Q3 2026, an estimated $399.
  • Elevance Health made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #584 holding.
  • Cornerstone Wealth Management first reported a position in Elevance Health in Q2 2019 and has held it in 5 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.