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Money Concepts Capital’s Elevance Health ELV Stock Holding History

Money Concepts Capital’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 		$303K Sell
784
-2,349
-75% -$871K 0.01% 514
2026
Q1 		$917K Buy
3,133
+229
+8% +$75.3K 0.05% 293
2025
Q4 		$1.02M Buy
2,904
+235
+9% +$79.4K 0.06% 265
2025
Q3 		$862K Buy
2,669
+189
+8% +$58.8K 0.05% 262
2025
Q2 		$965K Buy
2,480
+297
+14% +$119K 0.06% 248
2025
Q1 		$949K Buy
2,183
+419
+24% +$168K 0.07% 227
2024
Q4 		$651K Buy
1,764
+146
+9% +$61.1K 0.05% 265
2024
Q3 		$842K Buy
1,618
+37
+2% +$19.8K 0.06% 235
2024
Q2 		$857K Buy
1,581
+51
+3% +$27K 0.07% 226
2024
Q1 		$794K Sell
1,530
-65
-4% -$32.3K 0.07% 230
2023
Q4 		$757K Sell
1,595
-17
-1% -$7.86K 0.07% 227
2023
Q3 		$707K Buy
1,612
+29
+2% +$13.2K 0.07% 219
2023
Q2 		$709K Sell
1,583
-4,745
-75% -$2.19M 0.07% 226
2023
Q1 		$2.98M Sell
6,328
-1,159
-15% -$552K 0.17% 118
2022
Q4 		$3.84M Buy
7,487
+1,084
+17% +$550K 0.17% 117
2022
Q3 		$2.91M Buy
6,403
+4,994
+354% +$2.39M 0.17% 114
2022
Q2 		$685K Sell
1,409
-981
-41% -$485K 0.06% 237
2022
Q1 		$1.17M Buy
2,390
+950
+66% +$434K 0.07% 273
2021
Q4 		$668K Buy
+1,440
New +$606K 0.06% 268
2021
Q1 		$420K Buy
1,169
+151
+15% +$48.6K 0.03% 345
2020
Q4 		$327K Buy
+1,018
New +$312K 0.03% 353

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 $3.38T AUM 44.17% 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

Money Concepts Capital's ELV Position: Q2 2026 in Review

Money Concepts Capital reduced its Elevance Health (ELV) stake by 75% in Q2 2026, selling an estimated $871K and leaving 784 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #514.

Money Concepts Capital first reported a position in ELV in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.84M in Q4 2022. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Money Concepts Capital held 784 shares of Elevance Health worth $303K as of Q2 2026.
  • Money Concepts Capital sold 2,349 Elevance Health shares in Q2 2026, an estimated $871K.
  • Elevance Health made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #514 holding.
  • Money Concepts Capital first reported a position in Elevance Health in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Elevance Health position peaked at $3.84M in Q4 2022.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.