MWM
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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
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

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 $3.37T AUM 44.26% 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

Moran Wealth Management's ELV Position: Q2 2026 in Review

Moran Wealth Management increased its Elevance Health (ELV) stake by 1.2% in Q2 2026, buying an estimated $165K and bringing the position to 37,323 shares worth $14.4M. The position accounts for 0.39% of the portfolio, ranked #77.

Moran Wealth Management first reported a position in ELV in Q4 2022 and has held it in 13 quarters since. The position peaked at $14.8M in Q3 2023. 1,606 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Moran Wealth Management held 37,323 shares of Elevance Health worth $14.4M as of Q2 2026.
  • Moran Wealth Management bought 444 Elevance Health shares in Q2 2026, an estimated $165K.
  • Elevance Health made up 0.39% of Moran Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Moran Wealth Management first reported a position in Elevance Health in Q4 2022 and has held it in 13 quarters since.
  • Moran Wealth Management's Elevance Health position peaked at $14.8M in Q3 2023.
  • 1,606 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.