Acima Private Wealth’s Elevance Health ELV Stock Holding History

Acima Private Wealth’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 Q2	–	Sell	-66	Closed	-$28.7K	–	182
2025 Q1	$28.7K	Hold	66	–	–	0.01%	157
2024 Q4	$24.3K	Hold	66	–	–	0.01%	163
2024 Q3	$34.3K	Hold	66	–	–	0.01%	158
2024 Q2	$35.8K	Hold	66	–	–	0.01%	157
2024 Q1	$34.2K	Hold	66	–	–	0.01%	162
2023 Q4	$31.1K	Hold	66	–	–	0.01%	171
2023 Q3	$28.7K	Hold	66	–	–	0.01%	173
2023 Q2	$29.3K	Hold	66	–	–	0.01%	178
2023 Q1	$30.3K	Hold	66	–	–	0.01%	183
2022 Q4	$33.9K	Hold	66	–	–	0.02%	168
2022 Q3	$30K	Hold	66	–	–	0.02%	174
2022 Q2	$31.9K	Hold	66	–	–	0.02%	174
2022 Q1	$32K	Hold	66	–	–	0.01%	184
2021 Q4	$31K	Hold	66	–	–	0.01%	183
2021 Q3	$25K	Hold	66	–	–	0.01%	181
2021 Q2	$25K	Hold	66	–	–	0.01%	178
2021 Q1	$24K	Sell	66 -14	-18%	-$4.5K	0.01%	179
2020 Q4	$26K	Hold	80	–	–	0.01%	178
2020 Q3	$21K	Hold	80	–	–	0.01%	181
2020 Q2	$21K	Hold	80	–	–	0.01%	196
2020 Q1	$18K	Hold	80	–	–	0.01%	203
2019 Q4	$24K	Buy	+80	New	+$22K	0.02%	220

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Acima Private Wealth's ELV Position: Q2 2025 in Review

Acima Private Wealth sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 66 shares — an estimated $28.7K sold.

Acima Private Wealth first reported a position in ELV in Q4 2019 and held it in 22 quarters. The position peaked at $35.8K in Q2 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Acima Private Wealth reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Acima Private Wealth sold 66 Elevance Health shares in Q2 2025, an estimated $28.7K.
Acima Private Wealth first reported a position in Elevance Health in Q4 2019 and held it in 22 quarters.
Acima Private Wealth's Elevance Health position peaked at $35.8K in Q2 2024.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Acima Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.