Moran Wealth Management
ELV icon

Moran Wealth Management’s Elevance Health ELV Stock Holding History

Moran 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
Q3 		$15.1M Buy
38,924
+1,601
+4% +$639K 0.42% 74
2026
Q2 		$14.4M Buy
37,323
+444
+1% +$165K 0.39% 77
2026
Q1 		$10.8M Buy
36,879
+4,577
+14% +$1.5M 0.33% 101
2025
Q4 		$11.3M Buy
32,302
+19,625
+155% +$6.63M 0.35% 91
2025
Q3 		$4.1M Sell
12,677
-6,755
-35% -$2.1M 0.12% 204
2025
Q2 		$7.56M Buy
+19,432
New +$7.82M 0.23% 133
2024
Q4 		– Sell
-17,063
Closed -$8.87M – 427
2024
Q3 		$8.87M Buy
17,063
+365
+2% +$195K 0.27% 115
2024
Q2 		$9.05M Buy
16,698
+494
+3% +$261K 0.3% 113
2024
Q1 		$8.4M Sell
16,204
-946
-6% -$470K 0.27% 125
2023
Q4 		$8.09M Sell
17,150
-16,885
-50% -$7.81M 0.29% 117
2023
Q3 		$14.8M Buy
34,035
+6,009
+21% +$2.73M 0.57% 61
2023
Q2 		$12.5M Sell
28,026
-1,387
-5% -$640K 0.47% 80
2023
Q1 		$13.5M Buy
29,413
+2,593
+10% +$1.23M 0.51% 76
2022
Q4 		$13.8M Buy
+26,820
New +$13.6M 0.52% 61

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Moran Wealth Management's ELV Position: Q3 2026 in Review

Moran Wealth Management increased its Elevance Health (ELV) stake by 4.3% in Q3 2026, buying an estimated $639K and bringing the position to 38,924 shares worth $15.1M. The position accounts for 0.42% of the portfolio, ranked #74.

Moran Wealth Management first reported a position in ELV in Q4 2022 and has held it in 14 quarters since. 936 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Moran Wealth Management held 38,924 shares of Elevance Health worth $15.1M as of Q3 2026.
  • Moran Wealth Management bought 1,601 Elevance Health shares in Q3 2026, an estimated $639K.
  • Elevance Health made up 0.42% of Moran Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Moran Wealth Management first reported a position in Elevance Health in Q4 2022 and has held it in 14 quarters since.
  • 936 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.