MWM
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Mission Wealth Management’s Elevance Health ELV Stock Holding History

Mission Wealth 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 		$2.92M Buy
7,540
+4,863
+182% +$1.8M 0.04% 247
2026
Q1 		$784K Sell
2,677
-38
-1% -$12.5K 0.02% 374
2025
Q4 		$952K Sell
2,715
-161
-6% -$54.4K 0.02% 344
2025
Q3 		$929K Sell
2,876
-405
-12% -$126K 0.02% 346
2025
Q2 		$1.28M Buy
3,281
+71
+2% +$28.6K 0.03% 284
2025
Q1 		$1.4M Buy
3,210
+72
+2% +$28.9K 0.03% 236
2024
Q4 		$1.16M Buy
3,138
+1,017
+48% +$426K 0.03% 255
2024
Q3 		$1.1M Buy
2,121
+7
+0.3% +$3.74K 0.03% 271
2024
Q2 		$1.15M Sell
2,114
-62
-3% -$32.8K 0.03% 242
2024
Q1 		$1.13M Buy
2,176
+173
+9% +$86K 0.03% 268
2023
Q4 		$944K Buy
2,003
+29
+1% +$13.4K 0.03% 245
2023
Q3 		$859K Sell
1,974
-38
-2% -$17.2K 0.03% 245
2023
Q2 		$894K Buy
2,012
+37
+2% +$17.1K 0.03% 241
2023
Q1 		$908K Sell
1,975
-11
-0.6% -$5.24K 0.04% 233
2022
Q4 		$1.02M Buy
1,986
+1,009
+103% +$512K 0.05% 201
2022
Q3 		$444K Buy
977
+11
+1% +$5.26K 0.02% 312
2022
Q2 		$466K Sell
966
-142
-13% -$70.2K 0.02% 309
2022
Q1 		$544K Buy
1,108
+1
+0.1% +$457 0.03% 296
2021
Q4 		$513K Sell
1,107
-25
-2% -$10.5K 0.02% 300
2021
Q3 		$422K Buy
1,132
+12
+1% +$4.56K 0.02% 326
2021
Q2 		$428K Sell
1,120
-1
-0.1% -$382 0.02% 314
2021
Q1 		$402K Buy
1,121
+1
+0.1% +$322 0.02% 305
2020
Q4 		$360K Sell
1,120
-74
-6% -$22.7K 0.02% 308
2020
Q3 		$321K Sell
1,194
-5
-0.4% -$1.34K 0.02% 266
2020
Q2 		$315K Buy
1,199
+13
+1% +$3.47K 0.03% 245
2020
Q1 		$269K Hold
1,186
– – 0.03% 231
2019
Q4 		$358K Buy
1,186
+16
+1% +$4.4K 0.03% 224
2019
Q3 		$281K Sell
1,170
-345
-23% -$94.5K 0.03% 246
2019
Q2 		$428K Buy
+1,515
New +$414K 0.05% 189

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

Mission Wealth Management's ELV Position: Q2 2026 in Review

Mission Wealth Management increased its Elevance Health (ELV) stake by 182% in Q2 2026, buying an estimated $1.8M and bringing the position to 7,540 shares worth $2.92M. The position accounts for 0.04% of the portfolio, ranked #247.

Mission Wealth Management first reported a position in ELV in Q2 2019 and has held it in 29 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Mission Wealth Management held 7,540 shares of Elevance Health worth $2.92M as of Q2 2026.
  • Mission Wealth Management bought 4,863 Elevance Health shares in Q2 2026, an estimated $1.8M.
  • Elevance Health made up 0.04% of Mission Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Mission Wealth Management first reported a position in Elevance Health in Q2 2019 and has held it in 29 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.