EWP
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Elevation Wealth Partners’s Elevance Health ELV Stock Holding History

Elevation Wealth Partners’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 		$52.1K Buy
134
+29
+28% +$11.6K 0.01% 379
2026
Q2 		$40.6K Buy
105
+90
+600% +$33.4K 0.01% 360
2026
Q1 		$4.4K Sell
15
-4
-21% -$1.31K ﹤0.01% 741
2025
Q4 		$6.67K Buy
19
+7
+58% +$2.37K ﹤0.01% 564
2025
Q3 		$3.88K Buy
+12
New +$3.73K ﹤0.01% 525
2025
Q2 		– Hold
0
– – – 480
2025
Q1 		– Hold
0
– – – 488
2024
Q4 		– Hold
0
– – – 495
2024
Q3 		– Hold
0
– – – 471
2024
Q2 		– Hold
0
– – – 500
2024
Q1 		– Hold
0
– – – 470
2023
Q4 		– Hold
0
– – – 438
2023
Q3 		– Hold
0
– – – 339
2023
Q2 		– Hold
0
– – – 352
2023
Q1 		– Hold
0
– – – 347

Other funds holding ELV

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Elevation Wealth Partners's ELV Position: Q3 2026 in Review

Elevation Wealth Partners increased its Elevance Health (ELV) stake by 28% in Q3 2026, buying an estimated $11.6K and bringing the position to 134 shares worth $52.1K. The position accounts for 0.01% of the portfolio, ranked #379.

Elevation Wealth Partners first reported a position in ELV in Q3 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Elevation Wealth Partners held 134 shares of Elevance Health worth $52.1K as of Q3 2026.
  • Elevation Wealth Partners bought 29 Elevance Health shares in Q3 2026, an estimated $11.6K.
  • Elevance Health made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #379 holding.
  • Elevation Wealth Partners first reported a position in Elevance Health in Q3 2025 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.