MWC
ELV icon

MBM Wealth Consultants’s Elevance Health ELV Stock Holding History

MBM Wealth Consultants’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 		$221K Hold
571
– – 0.04% 121
2026
Q1 		$167K Hold
571
– – 0.04% 109
2025
Q4 		$200K Sell
571
-70
-11% -$23.7K 0.05% 108
2025
Q3 		$207K Sell
641
-8
-1% -$2.49K 0.05% 105
2025
Q2 		$252K Hold
649
– – 0.07% 101
2025
Q1 		$282K Sell
649
-122
-16% -$49K 0.08% 99
2024
Q4 		$282K Hold
771
– – 0.08% 93
2024
Q3 		$401K Buy
771
+8
+1% +$4.27K 0.13% 70
2024
Q2 		$404K Hold
763
– – 0.14% 67
2024
Q1 		$396K Buy
763
+39
+5% +$19.4K 0.14% 67
2023
Q4 		$352K Hold
724
– – 0.13% 68
2023
Q3 		$329K Buy
+724
New +$328K 0.14% 70
2023
Q2 		– Sell
-345
Closed -$127K – 155
2023
Q1 		$127K Hold
345
– – 0.05% 119
2022
Q4 		$173K Buy
345
+69
+25% +$35K 0.08% 93
2022
Q3 		$130K Hold
276
– – 0.06% 93
2022
Q2 		$133K Hold
276
– – 0.07% 92
2022
Q1 		$136K Hold
276
– – 0.06% 114
2021
Q4 		$128K Hold
276
– – 0.05% 114
2021
Q3 		$103K Hold
276
– – 0.05% 129
2021
Q2 		$105K Buy
+276
New +$105K 0.05% 120
2021
Q1 		– Sell
-238
Closed -$76K – 260
2020
Q4 		$76K Hold
238
– – 0.04% 117
2020
Q3 		$64K Hold
238
– – 0.04% 118
2020
Q2 		$63K Hold
238
– – 0.04% 107
2020
Q1 		$54K Sell
238
-221
-48% -$60.2K 0.04% 104
2019
Q4 		$139K Hold
459
– – 0.1% 83
2019
Q3 		$110K Hold
459
– – 0.09% 95
2019
Q2 		$130K Buy
+459
New +$125K 0.11% 88

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MBM Wealth Consultants's ELV Position: Q2 2026 in Review

MBM Wealth Consultants held its Elevance Health (ELV) position steady in Q2 2026 at 571 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #121.

MBM Wealth Consultants first reported a position in ELV in Q2 2019 and has held it in 27 quarters since. The position peaked at $404K in Q2 2024. 594 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • MBM Wealth Consultants held 571 shares of Elevance Health worth $221K as of Q2 2026.
  • MBM Wealth Consultants left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.04% of MBM Wealth Consultants's portfolio in Q2 2026, its #121 holding.
  • MBM Wealth Consultants first reported a position in Elevance Health in Q2 2019 and has held it in 27 quarters since.
  • MBM Wealth Consultants's Elevance Health position peaked at $404K in Q2 2024.
  • 594 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.