Mawer Investment Management
ELV icon

Mawer Investment Management’s Elevance Health ELV Stock Holding History

Mawer Investment Management’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 		$72.4M Sell
187,293
-1,708
-0.9% -$633K 0.49% 49
2026
Q1 		$55.3M Sell
189,001
-18,094
-9% -$5.95M 0.36% 61
2025
Q4 		$72.6M Buy
207,095
+20,438
+11% +$6.91M 0.41% 53
2025
Q3 		$60.3M Buy
186,657
+48,118
+35% +$15M 0.31% 63
2025
Q2 		$53.9M Buy
+138,539
New +$55.7M 0.27% 66

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

Mawer Investment Management's ELV Position: Q2 2026 in Review

Mawer Investment Management reduced its Elevance Health (ELV) stake by 0.9% in Q2 2026, selling an estimated $633K and leaving 187,293 shares worth $72.4M. The position accounts for 0.49% of the portfolio, ranked #49.

Mawer Investment Management first reported a position in ELV in Q2 2025 and has held it in 5 quarters since. The position peaked at $72.6M in Q4 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Mawer Investment Management held 187,293 shares of Elevance Health worth $72.4M as of Q2 2026.
  • Mawer Investment Management sold 1,708 Elevance Health shares in Q2 2026, an estimated $633K.
  • Elevance Health made up 0.49% of Mawer Investment Management's portfolio in Q2 2026, its #49 holding.
  • Mawer Investment Management first reported a position in Elevance Health in Q2 2025 and has held it in 5 quarters since.
  • Mawer Investment Management's Elevance Health position peaked at $72.6M in Q4 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.