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Moran Wealth Management, LLC

SEC CIK
0001965334
Latest filing
Aug 5, 2026

ELV holding history

Elevance Health, Inc. in every 13F filed by Moran Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ELV overviewAll 13F holders of ELVFull Q2 2026 holdings

Shares (Q2 2026)
37,323
Value
$14.4M
% of portfolio
0.4%
Quarters held
13
Since Q4 2022
Holdings of ELV by Moran Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,323$14.4M0.4%+444+1.2%AddedHolders
Q1 202636,879$10.8M0.3%+4,577+14.2%AddedHolders
Q4 202532,302$11.3M0.3%+19,625+154.8%AddedHolders
Q3 202512,677$4.10M0.1%−6,755−34.8%ReducedHolders
Q2 202519,432$7.56M0.2%+19,432NewHolders
Q4 20240$00.0%−17,063−100.0%Sold outHolders
Q3 202417,063$8.87M0.3%+365+2.2%AddedHolders
Q2 202416,698$9.05M0.3%+494+3.0%AddedHolders
Q1 202416,204$8.40M0.3%−946−5.5%ReducedHolders
Q4 202317,150$8.09M0.3%−16,885−49.6%ReducedHolders
Q3 202334,035$14.8M0.6%+6,009+21.4%AddedHolders
Q2 202328,026$12.5M0.5%−1,387−4.7%ReducedHolders
Q1 202329,413$13.5M0.5%+2,593+9.7%AddedHolders
Q4 202226,820$13.8M0.5%–No prior filingHolders