Moisand Fitzgerald Tamayo’s Elevance Health ELV Stock Holding History

Moisand Fitzgerald Tamayo’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	$18.9K	Hold	49	–	–	﹤0.01%	292
2026 Q1	$14.3K	Hold	49	–	–	﹤0.01%	302
2025 Q4	$17.2K	Hold	49	–	–	﹤0.01%	290
2025 Q3	$15.8K	Hold	49	–	–	﹤0.01%	303
2025 Q2	$19.1K	Hold	49	–	–	﹤0.01%	281
2025 Q1	$21.3K	Hold	49	–	–	﹤0.01%	267
2024 Q4	$18.1K	Hold	49	–	–	﹤0.01%	278
2024 Q3	$25.5K	Hold	49	–	–	﹤0.01%	259
2024 Q2	$26.6K	Hold	49	–	–	﹤0.01%	220
2024 Q1	$25.4K	Hold	49	–	–	﹤0.01%	222
2023 Q4	$23.1K	Hold	49	–	–	﹤0.01%	245
2023 Q3	$21.3K	Hold	49	–	–	﹤0.01%	254
2023 Q2	$21.8K	Hold	49	–	–	﹤0.01%	243
2023 Q1	$22.5K	Hold	49	–	–	﹤0.01%	246
2022 Q4	$25.1K	Buy	49 +18	+58%	+$9.14K	0.01%	226
2022 Q3	$14K	Buy	+31	New	+$14.8K	﹤0.01%	255
2018 Q1	–	Sell	-14	Closed	-$3K	–	326
2017 Q4	$3K	Hold	14	–	–	﹤0.01%	235
2017 Q3	$3K	Buy	+14	New	+$2.67K	﹤0.01%	256

Other funds holding ELV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Moisand Fitzgerald Tamayo's ELV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Elevance Health (ELV) position steady in Q2 2026 at 49 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Moisand Fitzgerald Tamayo first reported a position in ELV in Q3 2017 and has held it in 18 quarters since. The position peaked at $26.6K in Q2 2024. 368 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Moisand Fitzgerald Tamayo held 49 shares of Elevance Health worth $18.9K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #292 holding.
Moisand Fitzgerald Tamayo first reported a position in Elevance Health in Q3 2017 and has held it in 18 quarters since.
Moisand Fitzgerald Tamayo's Elevance Health position peaked at $26.6K in Q2 2024.
368 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.