MPWT
ELV icon

MassMutual Private Wealth & Trust’s Elevance Health ELV Stock Holding History

MassMutual Private Wealth & Trust’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 		$318K Buy
823
+152
+23% +$56.4K 0.01% 382
2026
Q1 		$196K Sell
671
-364
-35% -$120K 0.01% 438
2025
Q4 		$363K Buy
1,035
+260
+34% +$87.9K 0.01% 350
2025
Q3 		$250K Sell
775
-291
-27% -$90.5K 0.01% 407
2025
Q2 		$415K Sell
1,066
-96
-8% -$38.6K 0.01% 347
2025
Q1 		$505K Buy
1,162
+468
+67% +$188K 0.01% 318
2024
Q4 		$256K Sell
694
-782
-53% -$327K 0.01% 412
2024
Q3 		$768K Sell
1,476
-127
-8% -$67.8K 0.02% 264
2024
Q2 		$869K Buy
1,603
+256
+19% +$135K 0.03% 246
2024
Q1 		$698K Buy
1,347
+25
+2% +$12.4K 0.02% 264
2023
Q4 		$623K Buy
1,322
+120
+10% +$55.5K 0.02% 264
2023
Q3 		$523K Buy
1,202
+16
+1% +$7.26K 0.02% 279
2023
Q2 		$527K Sell
1,186
-970
-45% -$447K 0.02% 271
2023
Q1 		$991K Buy
2,156
+79
+4% +$37.6K 0.04% 221
2022
Q4 		$1.06M Sell
2,077
-1,234
-37% -$627K 0.04% 219
2022
Q3 		$1.5M Sell
3,311
-220
-6% -$105K 0.07% 192
2022
Q2 		$1.7M Sell
3,531
-194
-5% -$96K 0.07% 190
2022
Q1 		$1.83M Sell
3,725
-127
-3% -$58.1K 0.07% 193
2021
Q4 		$1.79M Sell
3,852
-223
-5% -$93.8K 0.07% 196
2021
Q3 		$1.52M Sell
4,075
-34
-0.8% -$12.9K 0.06% 202
2021
Q2 		$1.57M Buy
4,109
+159
+4% +$60.8K 0.07% 193
2021
Q1 		$1.42M Sell
3,950
-252
-6% -$81K 0.07% 196
2020
Q4 		$1.35M Sell
4,202
-353
-8% -$108K 0.07% 187
2020
Q3 		$1.22M Sell
4,555
-7,839
-63% -$2.11M 0.07% 177
2020
Q2 		$3.26M Buy
12,394
+654
+6% +$174K 0.21% 125
2020
Q1 		$2.67M Buy
11,740
+372
+3% +$101K 0.21% 118
2019
Q4 		$3.43M Buy
11,368
+543
+5% +$149K 0.21% 126
2019
Q3 		$2.6M Buy
10,825
+50
+0.5% +$13.7K 0.17% 140
2019
Q2 		$3.04M Buy
10,775
+533
+5% +$146K 0.21% 124
2019
Q1 		$2.94M Buy
10,242
+569
+6% +$165K 0.21% 123
2018
Q4 		$2.54M Buy
9,673
+182
+2% +$50K 0.22% 115
2018
Q3 		$2.6M Buy
9,491
+384
+4% +$99.7K 0.19% 123
2018
Q2 		$2.17M Buy
9,107
+155
+2% +$35.9K 0.17% 130
2018
Q1 		$1.97M Buy
8,952
+109
+1% +$25.6K 0.16% 133
2017
Q4 		$1.99M Sell
8,843
-611
-6% -$130K 0.16% 132
2017
Q3 		$1.8M Sell
9,454
-26
-0.3% -$4.95K 0.15% 144
2017
Q2 		$1.78M Sell
9,480
-161
-2% -$28.9K 0.16% 146
2017
Q1 		$1.59M Sell
9,641
-28
-0.3% -$4.45K 0.15% 150
2016
Q4 		$1.39M Buy
+9,669
New +$1.29M 0.17% 139
2016
Q2 		$1.03M Buy
7,838
+7,768
+11,097% +$1.06M 0.13% 169
2016
Q1 		$9.73K Sell
70
-100
-59% -$13.4K ﹤0.01% 537
2015
Q4 		$23.7K Buy
170
+100
+143% +$13.8K ﹤0.01% 411
2015
Q3 		$8.37K Buy
+70
New +$10.5K ﹤0.01% 552
2015
Q2 		– Sell
-70
Closed -$10.8K – 759
2015
Q1 		$10.8K Hold
70
– – ﹤0.01% 488
2014
Q4 		$8.8K Hold
70
– – ﹤0.01% 431
2014
Q3 		$8.37K Buy
+70
New +$8.03K ﹤0.01% 543

Other funds holding ELV

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

MassMutual Private Wealth & Trust's ELV Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Elevance Health (ELV) stake by 23% in Q2 2026, buying an estimated $56.4K and bringing the position to 823 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #382.

MassMutual Private Wealth & Trust first reported a position in ELV in Q3 2014 and has held it in 46 quarters since. The position peaked at $3.43M in Q4 2019. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • MassMutual Private Wealth & Trust held 823 shares of Elevance Health worth $318K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 152 Elevance Health shares in Q2 2026, an estimated $56.4K.
  • Elevance Health made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #382 holding.
  • MassMutual Private Wealth & Trust first reported a position in Elevance Health in Q3 2014 and has held it in 46 quarters since.
  • MassMutual Private Wealth & Trust's Elevance Health position peaked at $3.43M in Q4 2019.
  • 637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.