Old Mission Investment Co’s Elevance Health ELV Stock Holding History

Old Mission Investment Co’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	$222K	Buy	+575	New	+$213K	0.05%	153
2026 Q1	–	Sell	-575	Closed	-$202K	–	150
2025 Q4	$202K	Buy	+575	New	+$194K	0.05%	130
2025 Q3	–	Sell	-575	Closed	-$224K	–	143
2025 Q2	$224K	Hold	575	–	–	0.06%	119
2025 Q1	$250K	Hold	575	–	–	0.08%	115
2024 Q4	$212K	Hold	575	–	–	0.06%	119
2024 Q3	$299K	Hold	575	–	–	0.09%	100
2024 Q2	$312K	Hold	575	–	–	0.1%	97
2024 Q1	$298K	Hold	575	–	–	0.1%	98
2023 Q4	$271K	Hold	575	–	–	0.1%	103
2023 Q3	$250K	Hold	575	–	–	0.1%	100
2023 Q2	$255K	Hold	575	–	–	0.09%	96
2023 Q1	$264K	Hold	575	–	–	0.1%	94
2022 Q4	$295K	Hold	575	–	–	0.13%	85
2022 Q3	$261K	Hold	575	–	–	0.12%	84
2022 Q2	$277K	Hold	575	–	–	0.12%	83
2022 Q1	$282K	Hold	575	–	–	0.11%	93
2021 Q4	$267K	Hold	575	–	–	0.1%	101
2021 Q3	$214K	Hold	575	–	–	0.09%	103
2021 Q2	$220K	Hold	575	–	–	0.09%	102
2021 Q1	$206K	Buy	+575	New	+$185K	0.1%	101

Other funds holding ELV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Old Mission Investment Co's ELV Position: Q2 2026 in Review

Old Mission Investment Co opened a new position in Elevance Health (ELV) in Q2 2026: 575 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #153 among its holdings. This is a return to the name: Old Mission Investment Co previously reported a position in ELV as recently as Q4 2025.

Old Mission Investment Co first reported a position in ELV in Q1 2021 and has held it in 20 quarters since. The position peaked at $312K in Q2 2024. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Old Mission Investment Co held 575 shares of Elevance Health worth $222K as of Q2 2026.
Elevance Health was a new Old Mission Investment Co position in Q2 2026.
Elevance Health made up 0.05% of Old Mission Investment Co's portfolio in Q2 2026, its #153 holding.
Old Mission Investment Co first reported a position in Elevance Health in Q1 2021 and has held it in 20 quarters since.
Old Mission Investment Co's Elevance Health position peaked at $312K in Q2 2024.
1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.