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Mather Group’s Elevance Health ELV Stock Holding History

Mather Group’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 		$286K Buy
740
+469
+173% +$174K ﹤0.01% 690
2026
Q1 		$79.4K Buy
+271
New +$89.1K ﹤0.01% 951
2025
Q4 		– Sell
-513
Closed -$166K – 934
2025
Q3 		$166K Buy
+513
New +$160K ﹤0.01% 671
2025
Q2 		– Sell
-451
Closed -$196K – 933
2025
Q1 		$196K Buy
451
+199
+79% +$79.9K ﹤0.01% 596
2024
Q4 		$92.8K Sell
252
-116
-32% -$48.5K ﹤0.01% 758
2024
Q3 		$191K Sell
368
-32
-8% -$17.1K ﹤0.01% 591
2024
Q2 		$207K Buy
400
+66
+20% +$34.9K ﹤0.01% 605
2024
Q1 		$158K Buy
+334
New +$166K ﹤0.01% 585

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

Mather Group's ELV Position: Q2 2026 in Review

Mather Group increased its Elevance Health (ELV) stake by 173% in Q2 2026, buying an estimated $174K and bringing the position to 740 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Mather Group first reported a position in ELV in Q1 2024 and has held it in 8 quarters since. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Mather Group held 740 shares of Elevance Health worth $286K as of Q2 2026.
  • Mather Group bought 469 Elevance Health shares in Q2 2026, an estimated $174K.
  • Elevance Health made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #690 holding.
  • Mather Group first reported a position in Elevance Health in Q1 2024 and has held it in 8 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.