PWM
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Pines Wealth Management’s Elevance Health ELV Stock Holding History

Pines 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
Q1 		$305K Sell
1,042
-10
-1% -$3.29K 0.1% 174
2025
Q4 		$369K Buy
1,052
+41
+4% +$13.9K 0.12% 158
2025
Q3 		$327K Buy
1,011
+317
+46% +$98.6K 0.11% 172
2025
Q2 		$241K Buy
694
+158
+29% +$63.6K 0.09% 197
2025
Q1 		$231K Sell
536
-30
-5% -$12K 0.11% 180
2024
Q4 		$216K Buy
+566
New +$237K 0.09% 195

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

Pines Wealth Management's ELV Position: Q1 2026 in Review

Pines Wealth Management reduced its Elevance Health (ELV) stake by 0.95% in Q1 2026, selling an estimated $3.29K and leaving 1,042 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #174.

Pines Wealth Management first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $369K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Pines Wealth Management held 1,042 shares of Elevance Health worth $305K as of Q1 2026.
  • Pines Wealth Management sold 10 Elevance Health shares in Q1 2026, an estimated $3.29K.
  • Elevance Health made up 0.1% of Pines Wealth Management's portfolio in Q1 2026, its #174 holding.
  • Pines Wealth Management first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Elevance Health position peaked at $369K in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.