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AA Financial Advisors’s Elevance Health ELV Stock Holding History

AA Financial Advisors’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
2025
Q3 		– Sell
-792
Closed -$308K – 195
2025
Q2 		$308K Hold
792
– – 0.07% 147
2025
Q1 		$344K Buy
792
+137
+21% +$55K 0.08% 122
2024
Q4 		$242K Hold
655
– – 0.06% 154
2024
Q3 		$341K Hold
655
– – 0.1% 126
2024
Q2 		$355K Sell
655
-30
-4% -$15.9K 0.13% 117
2024
Q1 		$355K Buy
+685
New +$341K 0.14% 105

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AA Financial Advisors's ELV Position: Q3 2025 in Review

AA Financial Advisors sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 792 shares — an estimated $308K sold.

AA Financial Advisors first reported a position in ELV in Q1 2024 and held it in 6 quarters. The position peaked at $355K in Q1 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • AA Financial Advisors reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • AA Financial Advisors sold 792 Elevance Health shares in Q3 2025, an estimated $308K.
  • AA Financial Advisors first reported a position in Elevance Health in Q1 2024 and held it in 6 quarters.
  • AA Financial Advisors's Elevance Health position peaked at $355K in Q1 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on AA Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.