Pinnacle Wealth Management Advisory Group’s Elevance Health ELV Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$417K	Sell	1,423 -540	-28%	-$177K	0.03%	317
2025 Q4	$688K	Buy	1,963 +210	+12%	+$71K	0.05%	209
2025 Q3	$566K	Sell	1,753 -120	-6%	-$37.3K	0.04%	212
2025 Q2	$729K	Buy	1,873 +286	+18%	+$115K	0.06%	177
2025 Q1	$690K	Sell	1,587 -384	-19%	-$154K	0.06%	173
2024 Q4	$727K	Sell	1,971 -374	-16%	-$157K	0.07%	163
2024 Q3	$1.22M	Sell	2,345 -133	-5%	-$71.1K	0.12%	119
2024 Q2	$1.34M	Buy	2,478 +836	+51%	+$442K	0.14%	110
2024 Q1	$851K	Buy	1,642 +7	+0.4%	+$3.48K	0.09%	139
2023 Q4	$771K	Buy	1,635 +98	+6%	+$45.3K	0.09%	143
2023 Q3	$669K	Sell	1,537 -43	-3%	-$19.5K	0.09%	145
2023 Q2	$702K	Buy	1,580 +14	+0.9%	+$6.46K	0.09%	147
2023 Q1	$720K	Buy	1,566 +62	+4%	+$29.5K	0.1%	144
2022 Q4	$772K	Sell	1,504 -36	-2%	-$18.3K	0.12%	128
2022 Q3	$700K	Buy	1,540 +260	+20%	+$124K	0.12%	123
2022 Q2	$618K	Buy	1,280 +258	+25%	+$128K	0.1%	149
2022 Q1	$502K	Buy	1,022 +61	+6%	+$27.9K	0.07%	179
2021 Q4	$445K	Hold	961	–	–	0.07%	186
2021 Q3	$358K	Hold	961	–	–	0.08%	167
2021 Q2	$367K	Hold	961	–	–	0.09%	165
2021 Q1	$345K	Sell	961 -20	-2%	-$6.43K	0.1%	143
2020 Q4	$315K	Hold	981	–	–	0.1%	141
2020 Q3	$263K	Hold	981	–	–	0.09%	153
2020 Q2	$258K	Buy	981 +20	+2%	+$5.34K	0.1%	150
2020 Q1	$218K	Sell	961 -25	-3%	-$6.81K	0.11%	141
2019 Q4	$298K	Buy	986 +91	+10%	+$25K	0.11%	149
2019 Q3	$215K	Hold	895	–	–	0.09%	165
2019 Q2	$253K	Sell	895 -20	-2%	-$5.46K	0.11%	158
2019 Q1	$263K	Sell	915 -2,225	-71%	-$643K	0.12%	150
2018 Q4	$825K	Sell	3,140 -150	-5%	-$41.2K	0.45%	72
2018 Q3	$902K	Sell	3,290 -125	-4%	-$32.4K	0.45%	69
2018 Q2	$813K	Sell	3,415 -50	-1%	-$11.6K	0.44%	68
2018 Q1	$761K	Buy	+3,465	New	+$814K	0.43%	67

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's ELV Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Elevance Health (ELV) stake by 28% in Q1 2026, selling an estimated $177K and leaving 1,423 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #317.

Pinnacle Wealth Management Advisory Group first reported a position in ELV in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.34M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 1,423 shares of Elevance Health worth $417K as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 540 Elevance Health shares in Q1 2026, an estimated $177K.
Elevance Health made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #317 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Elevance Health in Q1 2018 and has held it in 33 quarters since.
Pinnacle Wealth Management Advisory Group's Elevance Health position peaked at $1.34M in Q2 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.