MGP
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M&G plc’s Elevance Health ELV Stock Holding History

M&G plc’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 		$114M Sell
295,118
-824
-0.3% -$306K 0.57% 50
2026
Q1 		$86.7M Sell
295,942
-333,038
-53% -$109M 0.45% 57
2025
Q4 		$221M Sell
628,980
-386,133
-38% -$130M 1.13% 27
2025
Q3 		$328M Buy
1,015,113
+84,820
+9% +$26.4M 1.74% 7
2025
Q2 		$362M Buy
930,293
+133,992
+17% +$53.9M 1.99% 7
2025
Q1 		$346M Buy
796,301
+27,744
+4% +$11.1M 1.66% 9
2024
Q4 		$284M Buy
768,557
+295,469
+62% +$124M 1.75% 10
2024
Q3 		$246M Buy
473,088
+67,774
+17% +$36.2M 0.89% 18
2024
Q2 		$220M Buy
405,314
+13,428
+3% +$7.1M 0.87% 16
2024
Q1 		$203M Buy
+391,886
New +$195M 0.77% 20

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

M&G plc's ELV Position: Q2 2026 in Review

M&G plc reduced its Elevance Health (ELV) stake by 0.28% in Q2 2026, selling an estimated $306K and leaving 295,118 shares worth $114M. The position accounts for 0.57% of the portfolio, ranked #50.

M&G plc first reported a position in ELV in Q1 2024 and has held it in 10 quarters since. The position peaked at $362M in Q2 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • M&G plc held 295,118 shares of Elevance Health worth $114M as of Q2 2026.
  • M&G plc sold 824 Elevance Health shares in Q2 2026, an estimated $306K.
  • Elevance Health made up 0.57% of M&G plc's portfolio in Q2 2026, its #50 holding.
  • M&G plc first reported a position in Elevance Health in Q1 2024 and has held it in 10 quarters since.
  • M&G plc's Elevance Health position peaked at $362M in Q2 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on M&G plc's 13F filing for Q2 2026, filed 6 Aug 2026.