MGIA
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Moneta Group Investment Advisors’s Elevance Health ELV Stock Holding History

Moneta Group Investment Advisors’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 		$270K Buy
923
+3
+0.3% +$986 ﹤0.01% 663
2025
Q4 		$323K Sell
920
-168
-15% -$56.8K ﹤0.01% 614
2025
Q3 		$352K Sell
1,088
-83
-7% -$25.8K ﹤0.01% 579
2025
Q2 		$456K Buy
1,171
+92
+9% +$37K 0.01% 456
2025
Q1 		$469K Sell
1,079
-19
-2% -$7.63K 0.01% 431
2024
Q4 		$405K Sell
1,098
-71
-6% -$29.7K 0.01% 465
2024
Q3 		$608K Buy
1,169
+41
+4% +$21.9K 0.01% 367
2024
Q2 		$611K Buy
1,128
+6
+0.5% +$3.17K 0.01% 347
2024
Q1 		$582K Buy
1,122
+9
+0.8% +$4.48K 0.01% 348
2023
Q4 		$525K Sell
1,113
-61
-5% -$28.2K 0.01% 334
2023
Q3 		$511K Sell
1,174
-438
-27% -$199K 0.01% 316
2023
Q2 		$716K Sell
1,612
-132
-8% -$60.9K 0.02% 267
2023
Q1 		$802K Buy
1,744
+982
+129% +$467K 0.02% 241
2022
Q4 		$381K Buy
762
+262
+52% +$133K 0.01% 335
2022
Q3 		$227K Sell
500
-10
-2% -$4.79K 0.01% 393
2022
Q2 		$246K Buy
+510
New +$252K 0.01% 414
2018
Q3 		– Sell
-64
Closed -$15K – 275
2018
Q2 		$15K Buy
+64
New +$14.8K ﹤0.01% 372
2018
Q1 		– Sell
-3
Closed -$1K – 641
2017
Q4 		$1K Buy
+3
New +$639 ﹤0.01% 415
2015
Q4 		– Sell
-41
Closed -$6K – 222
2015
Q3 		$6K Buy
+41
New +$6.16K ﹤0.01% 468

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

Moneta Group Investment Advisors's ELV Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Elevance Health (ELV) stake by 0.33% in Q1 2026, buying an estimated $986 and bringing the position to 923 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Moneta Group Investment Advisors first reported a position in ELV in Q3 2015 and has held it in 19 quarters since. The position peaked at $802K in Q1 2023. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Moneta Group Investment Advisors held 923 shares of Elevance Health worth $270K as of Q1 2026.
  • Moneta Group Investment Advisors bought 3 Elevance Health shares in Q1 2026, an estimated $986.
  • Elevance Health made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #663 holding.
  • Moneta Group Investment Advisors first reported a position in Elevance Health in Q3 2015 and has held it in 19 quarters since.
  • Moneta Group Investment Advisors's Elevance Health position peaked at $802K in Q1 2023.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.