Maia Wealth’s Elevance Health ELV Stock Holding History

Maia Wealth’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	$844K	Sell	2,170 -915	-30%	-$365K	0.12%	165
2026 Q2	$1.19M	Sell	3,085 -1,018	-25%	-$378K	0.18%	143
2026 Q1	$1.2M	Sell	4,103 -823	-17%	-$270K	0.2%	132
2025 Q4	$1.66M	Sell	4,926 -653	-12%	-$221K	0.28%	103
2025 Q3	$1.69M	Sell	5,579 -992	-15%	-$309K	0.29%	100
2025 Q2	$2.56M	Sell	6,571 -194	-3%	-$78K	0.49%	52
2025 Q1	$2.98M	Buy	6,765 +333	+5%	+$134K	0.68%	38
2024 Q4	$2.65M	Buy	6,432 +1,047	+19%	+$438K	0.57%	40
2024 Q3	$2.26M	Buy	5,385 +1,079	+25%	+$576K	0.56%	43
2024 Q2	$2.29M	Buy	+4,306	New	+$2.28M	0.69%	38
2023 Q4	$1.37M	Buy	+2,914	New	+$1.35M	0.55%	43

Other funds holding ELV

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Maia Wealth's ELV Position: Q3 2026 in Review

Maia Wealth reduced its Elevance Health (ELV) stake by 30% in Q3 2026, selling an estimated $365K and leaving 2,170 shares worth $844K. The position accounts for 0.12% of the portfolio, ranked #165.

Maia Wealth first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.98M in Q1 2025. 1,305 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Maia Wealth held 2,170 shares of Elevance Health worth $844K as of Q3 2026.
Maia Wealth sold 915 Elevance Health shares in Q3 2026, an estimated $365K.
Elevance Health made up 0.12% of Maia Wealth's portfolio in Q3 2026, its #165 holding.
Maia Wealth first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's Elevance Health position peaked at $2.98M in Q1 2025.
1,305 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.