AIM
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Achmea Investment Management’s Elevance Health ELV Stock Holding History

Achmea 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
2025
Q3 		– Sell
-17,228
Closed -$6.7M – 306
2025
Q2 		$6.7M Buy
17,228
+6,619
+62% +$2.66M 0.09% 200
2025
Q1 		$4.62M Sell
10,609
-12,842
-55% -$5.16M 0.07% 227
2024
Q4 		$8.65M Sell
23,451
-30,608
-57% -$12.8M 0.14% 168
2024
Q3 		$28.1M Buy
54,059
+9,316
+21% +$4.98M 0.46% 46
2024
Q2 		$24.2M Buy
44,743
+1,533
+4% +$810K 0.43% 51
2024
Q1 		$22.4M Sell
43,210
-2,735
-6% -$1.36M 0.43% 54
2023
Q4 		$21.7M Sell
45,945
-5,962
-11% -$2.76M 0.45% 50
2023
Q3 		$22.6M Buy
51,907
+11,538
+29% +$5.23M 0.49% 41
2023
Q2 		$17.9M Buy
40,369
+8,931
+28% +$4.12M 0.38% 63
2023
Q1 		$14.5M Sell
31,438
-21,934
-41% -$10.4M 0.42% 55
2022
Q4 		$25.7M Buy
53,372
+27,038
+103% +$13.7M 0.86% 19
2022
Q3 		$12M Buy
26,334
+134
+0.5% +$64.1K 0.42% 53
2022
Q2 		$12.6M Buy
26,200
+6,478
+33% +$3.2M 0.41% 48
2022
Q1 		$9.69M Buy
19,722
+526
+3% +$240K 0.25% 91
2021
Q4 		$8.9M Buy
+19,196
New +$8.08M 0.42% 55
2020
Q1 		– Sell
-24,136
Closed -$7.29M – 351
2019
Q4 		$7.29M Sell
24,136
-3,102
-11% -$854K 0.28% 86
2019
Q3 		$6.54M Sell
27,238
-5,700
-17% -$1.56M 0.26% 99
2019
Q2 		$9.3M Buy
32,938
+2,946
+10% +$805K 0.36% 61
2019
Q1 		$8.61M Buy
29,992
+7,417
+33% +$2.15M 0.36% 60
2018
Q4 		$5.93M Sell
22,575
-24,858
-52% -$6.84M 0.27% 93
2018
Q3 		$13M Sell
47,433
-20,747
-30% -$5.39M 0.49% 47
2018
Q2 		$16.2M Sell
68,180
-7,334
-10% -$1.7M 0.57% 39
2018
Q1 		$16.6M Buy
75,514
+10,277
+16% +$2.41M 0.56% 41
2017
Q4 		$14.7M Buy
65,237
+19,586
+43% +$4.17M 0.5% 43
2017
Q3 		$8.67M Buy
45,651
+15,136
+50% +$2.88M 0.49% 46
2017
Q2 		$5.74M Sell
30,515
-31,554
-51% -$5.67M 0.34% 67
2017
Q1 		$10.3M Buy
+62,069
New +$9.87M 0.48% 41

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

Achmea Investment Management's ELV Position: Q3 2025 in Review

Achmea Investment Management sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 17,228 shares — an estimated $6.7M sold.

Achmea Investment Management first reported a position in ELV in Q1 2017 and held it in 27 quarters. The position peaked at $28.1M in Q3 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Achmea Investment Management reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Achmea Investment Management sold 17,228 Elevance Health shares in Q3 2025, an estimated $6.7M.
  • Achmea Investment Management first reported a position in Elevance Health in Q1 2017 and held it in 27 quarters.
  • Achmea Investment Management's Elevance Health position peaked at $28.1M in Q3 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Achmea Investment Management's 13F filing for Q3 2025, filed 21 Nov 2025.