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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Moran Wealth Management's ELV Position: Q1 2026 in Review

Moran Wealth Management increased its Elevance Health (ELV) stake by 14% in Q1 2026, buying an estimated $1.5M and bringing the position to 36,879 shares worth $10.8M. The position accounts for 0.33% of the portfolio, ranked #101.

Moran Wealth Management first reported a position in ELV in Q4 2022 and has held it in 12 quarters since. The position peaked at $14.8M in Q3 2023. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Moran Wealth Management held 36,879 shares of Elevance Health worth $10.8M as of Q1 2026.
Moran Wealth Management bought 4,577 Elevance Health shares in Q1 2026, an estimated $1.5M.
Elevance Health made up 0.33% of Moran Wealth Management's portfolio in Q1 2026, its #101 holding.
Moran Wealth Management first reported a position in Elevance Health in Q4 2022 and has held it in 12 quarters since.
Moran Wealth Management's Elevance Health position peaked at $14.8M in Q3 2023.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.