Quaker Wealth Management
ELV icon

Quaker Wealth Management’s Elevance Health ELV Stock Holding History

Quaker 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 		$2.33K Hold
6
– – ﹤0.01% 415
2026
Q2 		$2.32K Buy
6
+3
+100% +$1.11K ﹤0.01% 426
2026
Q1 		$879 Sell
3
-1
-25% -$329 ﹤0.01% 562
2025
Q4 		$1.4K Hold
4
– – ﹤0.01% 490
2025
Q3 		$1.29K Sell
4
-1
-20% -$311 ﹤0.01% 440
2025
Q2 		$1.94K Buy
+5
New +$2.01K ﹤0.01% 406

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

Quaker Wealth Management held its Elevance Health (ELV) position steady in Q3 2026 at 6 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Quaker Wealth Management first reported a position in ELV in Q2 2025 and has held it in 6 quarters since. 1,031 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Quaker Wealth Management held 6 shares of Elevance Health worth $2.33K as of Q3 2026.
  • Quaker Wealth Management left its Elevance Health share count unchanged in Q3 2026.
  • Elevance Health made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #415 holding.
  • Quaker Wealth Management first reported a position in Elevance Health in Q2 2025 and has held it in 6 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.