MWM
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Mosley Wealth Management’s Elevance Health ELV Stock Holding History

Mosley 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 		$3.09K Hold
8
– – ﹤0.01% 466
2026
Q1 		$2.58K Buy
+8
New +$2.63K ﹤0.01% 376
2024
Q4 		– Sell
-959
Closed -$405K – 119
2024
Q3 		$405K Buy
959
+144
+18% +$76.9K 0.28% 80
2024
Q2 		$442K Buy
815
+64
+9% +$33.8K 0.38% 62
2024
Q1 		$389K Sell
751
-27
-3% -$13.4K 0.37% 67
2023
Q4 		$367K Buy
+778
New +$360K 0.36% 63

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Mosley Wealth Management held its Elevance Health (ELV) position steady in Q2 2026 at 8 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Mosley Wealth Management first reported a position in ELV in Q4 2023 and has held it in 6 quarters since. The position peaked at $442K in Q2 2024. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Mosley Wealth Management held 8 shares of Elevance Health worth $3.09K as of Q2 2026.
  • Mosley Wealth Management left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #466 holding.
  • Mosley Wealth Management first reported a position in Elevance Health in Q4 2023 and has held it in 6 quarters since.
  • Mosley Wealth Management's Elevance Health position peaked at $442K in Q2 2024.
  • 917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.