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Allen Mooney & Barnes Investment Advisors’s Elevance Health ELV Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
Q2 		$17.9M Sell
46,398
-3,218
-6% -$1.19M 2.73% 8
2026
Q1 		$14.5M Buy
49,616
+1,374
+3% +$452K 2.09% 19
2025
Q4 		$16.9M Buy
48,242
+1,020
+2% +$345K 2.54% 10
2025
Q3 		$15.3M Buy
+47,222
New +$14.7M 2.38% 16

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's ELV Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Elevance Health (ELV) stake by 6.5% in Q2 2026, selling an estimated $1.19M and leaving 46,398 shares worth $17.9M. The position accounts for 2.73% of the portfolio, ranked #8.

Allen Mooney & Barnes Investment Advisors first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 46,398 shares of Elevance Health worth $17.9M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 3,218 Elevance Health shares in Q2 2026, an estimated $1.19M.
  • Elevance Health made up 2.73% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • 917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.