Mowery & Schoenfeld Wealth Management’s Elevance Health ELV Stock Holding History

Mowery & Schoenfeld 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	$584K	Hold	1,511	–	–	0.8%	25
2026 Q1	$442K	Hold	1,511	–	–	0.68%	31
2025 Q4	$530K	Hold	1,511	–	–	0.77%	28
2025 Q3	$488K	Hold	1,511	–	–	0.84%	25
2025 Q2	$588K	Hold	1,511	–	–	0.89%	20
2025 Q1	$657K	Sell	1,511 -33	-2%	-$13.2K	1.29%	16
2024 Q4	$570K	Buy	1,544 +33	+2%	+$13.8K	1.11%	19
2024 Q3	$786K	Hold	1,511	–	–	1.24%	14
2024 Q2	$819K	Hold	1,511	–	–	1.18%	15
2024 Q1	$784K	Hold	1,511	–	–	1.51%	14
2023 Q4	$713K	Buy	+1,511	New	+$699K	1.44%	15

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Mowery & Schoenfeld Wealth Management's ELV Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Elevance Health (ELV) position steady in Q2 2026 at 1,511 shares worth $584K. The position accounts for 0.8% of the portfolio, ranked #25.

Mowery & Schoenfeld Wealth Management first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $819K in Q2 2024. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 1,511 shares of Elevance Health worth $584K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up 0.8% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #25 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's Elevance Health position peaked at $819K in Q2 2024.
917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.