DiNuzzo Private Wealth’s Elevance Health ELV Stock Holding History

DiNuzzo Private Wealth’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	$59.1K	Hold	152	–	–	0.01%	132
2026 Q2	$58.8K	Buy	152 +4	+3%	+$1.48K	0.01%	131
2026 Q1	$43.3K	Sell	148 -3	-2%	-$986	﹤0.01%	137
2025 Q4	$52.9K	Buy	151 +14	+10%	+$4.73K	0.01%	129
2025 Q3	$43.7K	Sell	137 -10	-7%	-$3.11K	0.01%	134
2025 Q2	$57.2K	Hold	147	–	–	0.01%	123
2025 Q1	$63.9K	Buy	147 +1	+0.7%	+$401	0.01%	119
2024 Q4	$53.9K	Sell	146 -6	-4%	-$2.51K	0.01%	121
2024 Q3	$79K	Sell	152 -2	-1%	-$1.07K	0.01%	115
2024 Q2	$83.4K	Buy	154 +3	+2%	+$1.59K	0.01%	80
2024 Q1	$78.3K	Hold	151	–	–	0.01%	77
2023 Q4	$71.2K	Buy	+151	New	+$69.8K	0.01%	78

Other funds holding ELV

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

DiNuzzo Private Wealth's ELV Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Elevance Health (ELV) position steady in Q3 2026 at 152 shares worth $59.1K. The position accounts for 0.01% of the portfolio, ranked #132.

DiNuzzo Private Wealth first reported a position in ELV in Q4 2023 and has held it in 12 quarters since. The position peaked at $83.4K in Q2 2024. 491 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

DiNuzzo Private Wealth held 152 shares of Elevance Health worth $59.1K as of Q3 2026.
DiNuzzo Private Wealth left its Elevance Health share count unchanged in Q3 2026.
Elevance Health made up 0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #132 holding.
DiNuzzo Private Wealth first reported a position in Elevance Health in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Elevance Health position peaked at $83.4K in Q2 2024.
491 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.