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 Q3	$285K	Buy	734 +52	+8%	+$20.8K	0.08%	187
2026 Q2	$264K	Sell	682 -360	-35%	-$134K	0.08%	194
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Pines Wealth Management increased its Elevance Health (ELV) stake by 7.6% in Q3 2026, buying an estimated $20.8K and bringing the position to 734 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #187.

Pines Wealth Management first reported a position in ELV in Q4 2024 and has held it in 8 quarters since. The position peaked at $369K in Q4 2025. 1,385 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Pines Wealth Management held 734 shares of Elevance Health worth $285K as of Q3 2026.
Pines Wealth Management bought 52 Elevance Health shares in Q3 2026, an estimated $20.8K.
Elevance Health made up 0.08% of Pines Wealth Management's portfolio in Q3 2026, its #187 holding.
Pines Wealth Management first reported a position in Elevance Health in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's Elevance Health position peaked at $369K in Q4 2025.
1,385 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.