MIM
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MTM Investment Management’s Elevance Health ELV Stock Holding History

MTM Investment 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 		$12.4K Hold
32
– – ﹤0.01% 500
2026
Q1 		$9.37K Hold
32
– – ﹤0.01% 534
2025
Q4 		$11.2K Hold
32
– – ﹤0.01% 514
2025
Q3 		$10.3K Hold
32
– – ﹤0.01% 530
2025
Q2 		$12.4K Buy
+32
New +$12.9K ﹤0.01% 512

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

MTM Investment Management's ELV Position: Q2 2026 in Review

MTM Investment Management held its Elevance Health (ELV) position steady in Q2 2026 at 32 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

MTM Investment Management first reported a position in ELV in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.4K in Q2 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • MTM Investment Management held 32 shares of Elevance Health worth $12.4K as of Q2 2026.
  • MTM Investment Management left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #500 holding.
  • MTM Investment Management first reported a position in Elevance Health in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's Elevance Health position peaked at $12.4K in Q2 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.