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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
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

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

Maia Wealth's ELV Position: Q2 2026 in Review

Maia Wealth reduced its Elevance Health (ELV) stake by 25% in Q2 2026, selling an estimated $378K and leaving 3,085 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #143.

Maia Wealth first reported a position in ELV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.98M in Q1 2025. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Maia Wealth held 3,085 shares of Elevance Health worth $1.19M as of Q2 2026.
  • Maia Wealth sold 1,018 Elevance Health shares in Q2 2026, an estimated $378K.
  • Elevance Health made up 0.18% of Maia Wealth's portfolio in Q2 2026, its #143 holding.
  • Maia Wealth first reported a position in Elevance Health in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's Elevance Health position peaked at $2.98M in Q1 2025.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.