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Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

ELV holding history

Elevance Health, Inc. in every 13F filed by Centric Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ELV overviewAll 13F holders of ELVFull Q2 2026 holdings

Shares (Q2 2026)
1,400
Value
$520.7K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of ELV by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,400$520.7K0.1%00.0%UnchangedHolders
Q1 20261,400$520.7K0.1%−16−1.1%ReducedHolders
Q4 20251,416$484.0K0.1%00.0%UnchangedHolders
Q3 20251,416$449.2K0.1%+13+0.9%AddedHolders
Q2 20251,403$412.5K0.1%00.0%UnchangedHolders
Q1 20251,403$610.2K0.2%00.0%UnchangedHolders
Q4 20241,403$517.6K0.1%00.0%UnchangedHolders
Q3 20241,403$601.8K0.2%00.0%UnchangedHolders
Q2 20241,403$740.1K0.2%00.0%UnchangedHolders
Q1 20241,403$741.6K0.2%+1,403NewHolders