Mascoma Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29K | Hold |
75
| – | – | 0.01% | 230 |
|
|
2026
Q1 | $22K | Sell |
75
-3
| -4% | -$986 | ﹤0.01% | 250 |
|
|
2025
Q4 | $27.3K | Buy |
78
+3
| +4% | +$1.01K | 0.01% | 231 |
|
|
2025
Q3 | $24.2K | Hold |
75
| – | – | 0.01% | 248 |
|
|
2025
Q2 | $29.2K | Hold |
75
| – | – | 0.01% | 234 |
|
|
2025
Q1 | $32.6K | Hold |
75
| – | – | 0.01% | 223 |
|
|
2024
Q4 | $27.7K | Hold |
75
| – | – | 0.01% | 250 |
|
|
2024
Q3 | $39K | Hold |
75
| – | – | 0.01% | 212 |
|
|
2024
Q2 | $40.6K | Sell |
75
-40
| -35% | -$21.1K | 0.01% | 210 |
|
|
2024
Q1 | $59.6K | Hold |
115
| – | – | 0.02% | 169 |
|
|
2023
Q4 | $54.2K | Hold |
115
| – | – | 0.02% | 182 |
|
|
2023
Q3 | $50.1K | Hold |
115
| – | – | 0.02% | 195 |
|
|
2023
Q2 | $53.2K | Hold |
115
| – | – | 0.02% | 187 |
|
|
2023
Q1 | $53.9K | Hold |
115
| – | – | 0.02% | 224 |
|
|
2022
Q4 | $59K | Sell |
115
-125
| -52% | -$63.5K | 0.02% | 212 |
|
|
2022
Q3 | $109K | Hold |
240
| – | – | 0.04% | 157 |
|
|
2022
Q2 | $116K | Hold |
240
| – | – | 0.04% | 157 |
|
|
2022
Q1 | $118K | Hold |
240
| – | – | 0.04% | 164 |
|
|
2021
Q4 | $111K | Hold |
240
| – | – | 0.04% | 155 |
|
|
2021
Q3 | $89K | Buy |
+240
| New | +$91.2K | 0.03% | 164 |
|
|
2021
Q2 | – | Sell |
-240
| Closed | -$86K | – | 209 |
|
|
2021
Q1 | $86K | Buy |
+240
| New | +$77.2K | 0.04% | 164 |
|
|
2019
Q3 | – | Sell |
-240
| Closed | -$68K | – | 154 |
|
|
2019
Q2 | $68K | Hold |
240
| – | – | 0.04% | 139 |
|
|
2019
Q1 | $69K | Hold |
240
| – | – | 0.05% | 130 |
|
|
2018
Q4 | $63K | Hold |
240
| – | – | 0.05% | 132 |
|
|
2018
Q3 | $66K | Hold |
240
| – | – | 0.04% | 148 |
|
|
2018
Q2 | $57K | Hold |
240
| – | – | 0.04% | 145 |
|
|
2018
Q1 | $53K | Hold |
240
| – | – | 0.03% | 146 |
|
|
2017
Q4 | $57K | Buy |
240
+125
| +109% | +$26.6K | 0.04% | 140 |
|
|
2017
Q3 | $22K | Hold |
115
| – | – | 0.01% | 221 |
|
|
2017
Q2 | $22K | Hold |
115
| – | – | 0.01% | 227 |
|
|
2017
Q1 | $19K | Hold |
115
| – | – | 0.01% | 219 |
|
|
2016
Q4 | $17K | Buy |
+115
| New | +$15.4K | 0.01% | 232 |
|
Other funds holding ELV
Mascoma Wealth Management's ELV Position: Q2 2026 in Review
Mascoma Wealth Management held its Elevance Health (ELV) position steady in Q2 2026 at 75 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #230.
Mascoma Wealth Management first reported a position in ELV in Q4 2016 and has held it in 32 quarters since. The position peaked at $118K in Q1 2022. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Mascoma Wealth Management held 75 shares of Elevance Health worth $29K as of Q2 2026.
- Mascoma Wealth Management left its Elevance Health share count unchanged in Q2 2026.
- Elevance Health made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #230 holding.
- Mascoma Wealth Management first reported a position in Elevance Health in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's Elevance Health position peaked at $118K in Q1 2022.
- 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.