MFWP
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Mosaic Family Wealth Partners’s Elevance Health ELV Stock Holding History

Mosaic Family Wealth Partners’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 		$239K Buy
+619
New +$230K 0.02% 390

Other funds holding ELV

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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

Mosaic Family Wealth Partners's ELV Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Elevance Health (ELV) in Q2 2026: 619 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #390 among its holdings.

1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Mosaic Family Wealth Partners held 619 shares of Elevance Health worth $239K as of Q2 2026.
  • Elevance Health was a new Mosaic Family Wealth Partners position in Q2 2026.
  • Elevance Health made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #390 holding.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.