Mowery & Schoenfeld Wealth Management, LLC ELV — ELEVANCE HEALTH INC

Ownership history in Mowery & Schoenfeld Wealth Management, LLC  ·  9 quarters on record

AI Ownership Summary

Mowery & Schoenfeld Wealth Management, LLC reported ELEVANCE HEALTH INC (ELV) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.44% in 2024 Q1. The latest visible filing shows ELV at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ELV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mowery & Schoenfeld Wealth Management, LLC's position in ELEVANCE HEALTH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ELV was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ELV stock page Mowery & Schoenfeld Wealth Management, LLC fund profile Mowery & Schoenfeld Wealth Management, LLC full holdings
How Mowery & Schoenfeld Wealth Management, LLC held ELV — position size vs. price
% of Fund (quarterly)    ELV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,511 — 0% 0.68% $442K 2026-05-01 $371.17
2025 Q4 UNCHANGED — — — 1,511 — 0% 0.77% $530K 2026-01-28 $338.38
2025 Q3 UNCHANGED — — — 1,511 — 0% 0.84% $488K 2025-10-27 $337.27
2025 Q2 UNCHANGED — — — 1,511 — 0% 0.89% $588K 2025-07-28 $280.10
2025 Q1 REDUCED — — — 1,511 -33 -2.1% 1.29% $657K 2025-05-05 $405.95
2024 Q4 ADDED — — — 1,544 +33 +2.2% 1.11% $570K 2025-02-10 $384.67
2024 Q3 UNCHANGED — — — 1,511 — 0% 1.24% $786K 2024-10-23 $401.87
2024 Q2 UNCHANGED — — — 1,511 — 0% 1.18% $819K 2024-08-14 $519.92
2024 Q1 INITIATED — — — 1,511 — — 1.44% $713K 2024-05-14 $513.93

🏢 Other funds also holding ELV

As of 2026 Q1 — sorted by position size

High Ground Investment Management LLP 3Y 18.7% Grafton Street Partners Management Company, LLC 8.39% Brave Warrior Advisors, LLC 3Y 7Y 8.13% BAUPOST GROUP LLC/MA 3Y 7Y 7.3% Hyperion Capital Advisors LP 3Y 7.15% DKRT Investments Corp. 7.05% Brooklands Fund Management Ltd 6.97% Ruane, Cunniff & Goldfarb L.P. 3Y 7Y 6.74% CNA FINANCIAL CORP 3Y 7Y 6.22% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 5.46%

FAQ About Mowery & Schoenfeld Wealth Management, LLC and ELV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mowery & Schoenfeld Wealth Management, LLC reported owning ELV?

Mowery & Schoenfeld Wealth Management, LLC reported ELV across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ELV position in Mowery & Schoenfeld Wealth Management, LLC's portfolio?

The largest reported portfolio weight for ELV was 1.44% in 2024 Q1.

What is the latest reported ELV position on this page?

The most recent filing on this page is 2026 Q1, when Mowery & Schoenfeld Wealth Management, LLC reported 1,511 shares, equal to 0.68% of portfolio, with an estimated market value of $442K.

What does the chart on this ELV ownership page compare?

The chart compares Mowery & Schoenfeld Wealth Management, LLC's quarterly ELV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mowery & Schoenfeld Wealth Management, LLC time their ELV position?

Based on 13F filing dates vs. subsequent ELV price moves, Mowery & Schoenfeld Wealth Management, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on ELV relative to SPY over the holding period was -28.9%.

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