MMG
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Monetary Management Group’s Elevance Health ELV Stock Holding History

Monetary Management Group’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 		$73.2K Hold
250
– – 0.02% 244
2025
Q4 		$87.6K Hold
250
– – 0.02% 233
2025
Q3 		$80.8K Hold
250
– – 0.02% 233
2025
Q2 		$97.2K Sell
250
-150
-38% -$60.3K 0.02% 228
2025
Q1 		$174K Hold
400
– – 0.05% 202
2024
Q4 		$148K Buy
400
+150
+60% +$62.8K 0.04% 216
2024
Q3 		$130K Hold
250
– – 0.03% 222
2024
Q2 		$135K Hold
250
– – 0.04% 215
2024
Q1 		$130K Hold
250
– – 0.04% 217
2023
Q4 		$118K Sell
250
-50
-17% -$23.1K 0.04% 214
2023
Q3 		$131K Hold
300
– – 0.04% 204
2023
Q2 		$133K Buy
300
+50
+20% +$23.1K 0.04% 208
2023
Q1 		$115K Hold
250
– – 0.03% 212
2022
Q4 		$128K Hold
250
– – 0.04% 211
2022
Q3 		$114K Hold
250
– – 0.04% 207
2022
Q2 		$121K Hold
250
– – 0.04% 203
2022
Q1 		$123K Hold
250
– – 0.03% 208
2021
Q4 		$116K Hold
250
– – 0.03% 212
2021
Q3 		$93K Hold
250
– – 0.03% 230
2021
Q2 		$95K Hold
250
– – 0.03% 220
2021
Q1 		$90K Hold
250
– – 0.03% 211
2020
Q4 		$80K Hold
250
– – 0.03% 209
2020
Q3 		$67K Hold
250
– – 0.02% 204
2020
Q2 		$66K Hold
250
– – 0.02% 197
2020
Q1 		$57K Sell
250
-1,000
-80% -$273K 0.03% 194
2019
Q4 		$378K Hold
1,250
– – 0.14% 131
2019
Q3 		$300K Sell
1,250
-225
-15% -$61.6K 0.11% 140
2019
Q2 		$416K Hold
1,475
– – 0.16% 122
2019
Q1 		$423K Sell
1,475
-100
-6% -$28.9K 0.17% 117
2018
Q4 		$414K Sell
1,575
-125
-7% -$34.4K 0.19% 107
2018
Q3 		$466K Sell
1,700
-375
-18% -$97.3K 0.18% 106
2018
Q2 		$494K Hold
2,075
– – 0.2% 103
2018
Q1 		$456K Hold
2,075
– – 0.19% 104
2017
Q4 		$467K Hold
2,075
– – 0.19% 101
2017
Q3 		$394K Sell
2,075
-125
-6% -$23.8K 0.17% 112
2017
Q2 		$414K Sell
2,200
-300
-12% -$53.9K 0.17% 116
2017
Q1 		$413K Sell
2,500
-50
-2% -$7.95K 0.18% 106
2016
Q4 		$367K Hold
2,550
– – 0.17% 111
2016
Q3 		$320K Hold
2,550
– – 0.15% 116
2016
Q2 		$335K Sell
2,550
-125
-5% -$17.1K 0.16% 117
2016
Q1 		$372K Hold
2,675
– – 0.18% 105
2015
Q4 		$373K Sell
2,675
-250
-9% -$34.4K 0.18% 104
2015
Q3 		$409K Sell
2,925
-525
-15% -$78.9K 0.2% 100
2015
Q2 		$566K Sell
3,450
-850
-20% -$136K 0.26% 96
2015
Q1 		$664K Buy
4,300
+600
+16% +$85.4K 0.29% 85
2014
Q4 		$465K Sell
3,700
-1,250
-25% -$154K 0.21% 99
2014
Q3 		$592K Buy
4,950
+1,000
+25% +$115K 0.27% 97
2014
Q2 		$425K Buy
3,950
+1,000
+34% +$103K 0.2% 106
2014
Q1 		$294K Sell
2,950
-700
-19% -$63.3K 0.14% 124
2013
Q4 		$337K Buy
3,650
+125
+4% +$11.1K 0.16% 120
2013
Q3 		$295K Sell
3,525
-750
-18% -$64.3K 0.16% 124
2013
Q2 		$349K Buy
+4,275
New +$320K 0.19% 118

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

Monetary Management Group's ELV Position: Q1 2026 in Review

Monetary Management Group held its Elevance Health (ELV) position steady in Q1 2026 at 250 shares worth $73.2K. The position accounts for 0.02% of the portfolio, ranked #244.

Monetary Management Group first reported a position in ELV in Q2 2013 and has held it in 52 quarters since. The position peaked at $664K in Q1 2015. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Monetary Management Group held 250 shares of Elevance Health worth $73.2K as of Q1 2026.
  • Monetary Management Group left its Elevance Health share count unchanged in Q1 2026.
  • Elevance Health made up 0.02% of Monetary Management Group's portfolio in Q1 2026, its #244 holding.
  • Monetary Management Group first reported a position in Elevance Health in Q2 2013 and has held it in 52 quarters since.
  • Monetary Management Group's Elevance Health position peaked at $664K in Q1 2015.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.