Moss Adams Wealth Advisors’s Elevance Health ELV Stock Holding History

Moss Adams Wealth Advisors’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	$344K	Buy	+889	New	+$330K	0.02%	200
2026 Q1	–	Sell	-649	Closed	-$228K	–	279
2025 Q4	$228K	Buy	+649	New	+$219K	0.02%	236
2025 Q3	–	Sell	-1,264	Closed	-$492K	–	262
2025 Q2	$492K	Buy	1,264 +416	+49%	+$167K	0.04%	130
2025 Q1	$369K	Buy	+848	New	+$340K	0.04%	146
2024 Q4	–	Sell	-391	Closed	-$203K	–	212
2024 Q3	$203K	Buy	+391	New	+$209K	0.02%	194

Other funds holding ELV

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Moss Adams Wealth Advisors's ELV Position: Q2 2026 in Review

Moss Adams Wealth Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 889 shares worth $344K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings. This is a return to the name: Moss Adams Wealth Advisors previously reported a position in ELV as recently as Q4 2025.

Moss Adams Wealth Advisors first reported a position in ELV in Q3 2024 and has held it in 5 quarters since. The position peaked at $492K in Q2 2025. 466 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Moss Adams Wealth Advisors held 889 shares of Elevance Health worth $344K as of Q2 2026.
Elevance Health was a new Moss Adams Wealth Advisors position in Q2 2026.
Elevance Health made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #200 holding.
Moss Adams Wealth Advisors first reported a position in Elevance Health in Q3 2024 and has held it in 5 quarters since.
Moss Adams Wealth Advisors's Elevance Health position peaked at $492K in Q2 2025.
466 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.