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MJT & Associates Financial Advisory’s Elevance Health ELV Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-6
Closed -$2.32K – 448
2026
Q2 		$2.32K Buy
+6
New +$2.23K ﹤0.01% 375

Other funds holding ELV

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

MJT & Associates Financial Advisory's ELV Position: Q3 2026 in Review

MJT & Associates Financial Advisory sold out of Elevance Health (ELV) in Q3 2026, closing a stake of 6 shares — an estimated $2.32K sold.

MJT & Associates Financial Advisory first reported a position in ELV in Q2 2026 and held it in 1 quarter. The position peaked at $2.32K in Q2 2026. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • MJT & Associates Financial Advisory reported no remaining Elevance Health position as of Q3 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 6 Elevance Health shares in Q3 2026, an estimated $2.32K.
  • MJT & Associates Financial Advisory first reported a position in Elevance Health in Q2 2026 and held it in 1 quarter.
  • MJT & Associates Financial Advisory's Elevance Health position peaked at $2.32K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.