MBL Wealth’s Elevance Health ELV Stock Holding History

MBL 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 Q3	$741K	Buy	+1,906	New	+$761K	0.04%	223

Other funds holding ELV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

MBL Wealth's ELV Position: Q3 2026 in Review

MBL Wealth opened a new position in Elevance Health (ELV) in Q3 2026: 1,906 shares worth $741K. The stake represents 0.04% of the portfolio and ranks #223 among its holdings.

541 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

MBL Wealth held 1,906 shares of Elevance Health worth $741K as of Q3 2026.
Elevance Health was a new MBL Wealth position in Q3 2026.
Elevance Health made up 0.04% of MBL Wealth's portfolio in Q3 2026, its #223 holding.
541 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.