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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Maia Wealth's ELV Position: Q1 2026 in Review

Maia Wealth reduced its Elevance Health (ELV) stake by 17% in Q1 2026, selling an estimated $270K and leaving 4,103 shares worth $1.2M. The position accounts for 0.2% of the portfolio, ranked #132.

Maia Wealth first reported a position in ELV in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.98M in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Maia Wealth held 4,103 shares of Elevance Health worth $1.2M as of Q1 2026.
Maia Wealth sold 823 Elevance Health shares in Q1 2026, an estimated $270K.
Elevance Health made up 0.2% of Maia Wealth's portfolio in Q1 2026, its #132 holding.
Maia Wealth first reported a position in Elevance Health in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's Elevance Health position peaked at $2.98M in Q1 2025.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.