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
Q2 		$897K Buy
2,320
+268
+13% +$99.4K 0.01% 543
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 $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

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

Modern Wealth Management increased its Elevance Health (ELV) stake by 13% in Q2 2026, buying an estimated $99.4K and bringing the position to 2,320 shares worth $897K. The position accounts for 0.01% of the portfolio, ranked #543.

Modern Wealth Management first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.51M in Q2 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Modern Wealth Management held 2,320 shares of Elevance Health worth $897K as of Q2 2026.
  • Modern Wealth Management bought 268 Elevance Health shares in Q2 2026, an estimated $99.4K.
  • Elevance Health made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Modern Wealth Management first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • Modern Wealth Management's Elevance Health position peaked at $1.51M in Q2 2024.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.