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Retirement Wealth Solutions’s Elevance Health ELV Stock Holding History

Retirement Wealth Solutions’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 		$8.17K Buy
21
+10
+91% +$3.99K ﹤0.01% 296
2026
Q2 		$4.25K Buy
11
+8
+267% +$2.97K ﹤0.01% 378
2026
Q1 		$879 Hold
3
– – ﹤0.01% 660
2025
Q4 		$1.05K Hold
3
– – ﹤0.01% 568
2025
Q3 		$970 Buy
+3
New +$933 ﹤0.01% 567

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

Retirement Wealth Solutions's ELV Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Elevance Health (ELV) stake by 91% in Q3 2026, buying an estimated $3.99K and bringing the position to 21 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Retirement Wealth Solutions 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.

  • Retirement Wealth Solutions held 21 shares of Elevance Health worth $8.17K as of Q3 2026.
  • Retirement Wealth Solutions bought 10 Elevance Health shares in Q3 2026, an estimated $3.99K.
  • Elevance Health made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #296 holding.
  • Retirement Wealth Solutions 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 Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.