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

Modern 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
Q1 		$612K Sell
2,052
-278
-12% -$91.4K 0.01% 531
2025
Q4 		$817K Buy
2,330
+351
+18% +$119K 0.01% 443
2025
Q3 		$639K Buy
1,979
+42
+2% +$13.1K 0.01% 461
2025
Q2 		$754K Sell
1,937
-95
-5% -$38.2K 0.02% 409
2025
Q1 		$884K Buy
2,032
+187
+10% +$75.1K 0.03% 320
2024
Q4 		$680K Sell
1,845
-294
-14% -$123K 0.03% 312
2024
Q3 		$1.11M Sell
2,139
-645
-23% -$345K 0.07% 154
2024
Q2 		$1.51M Buy
2,784
+992
+55% +$524K 0.11% 109
2024
Q1 		$929K Buy
1,792
+1,013
+130% +$504K 0.09% 122
2023
Q4 		$367K Buy
+779
New +$360K 0.05% 121

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Modern Wealth Management's ELV Position: Q1 2026 in Review

Modern Wealth Management reduced its Elevance Health (ELV) stake by 12% in Q1 2026, selling an estimated $91.4K and leaving 2,052 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #531.

Modern Wealth Management first reported a position in ELV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.51M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Modern Wealth Management held 2,052 shares of Elevance Health worth $612K as of Q1 2026.
  • Modern Wealth Management sold 278 Elevance Health shares in Q1 2026, an estimated $91.4K.
  • Elevance Health made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #531 holding.
  • Modern Wealth Management first reported a position in Elevance Health in Q4 2023 and has held it in 10 quarters since.
  • Modern Wealth Management's Elevance Health position peaked at $1.51M in Q2 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.