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Advisory Alpha’s Elevance Health ELV Stock Holding History

Advisory Alpha’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
-564
Closed -$220K – 526
2025
Q2 		$220K Sell
564
-280
-33% -$113K 0.01% 448
2025
Q1 		$367K Sell
844
-111
-12% -$44.6K 0.01% 305
2024
Q4 		$352K Sell
955
-47
-5% -$19.7K 0.01% 283
2024
Q3 		$522K Sell
1,002
-16
-2% -$8.55K 0.02% 232
2024
Q2 		$552K Buy
1,018
+63
+7% +$33.3K 0.02% 201
2024
Q1 		$495K Buy
955
+387
+68% +$192K 0.02% 216
2023
Q4 		$268K Buy
+568
New +$263K 0.01% 282
2020
Q4 		– Sell
-101
Closed -$30K – 250
2020
Q3 		$30K Buy
+101
New +$27.2K 0.01% 262
2020
Q1 		– Sell
-116
Closed -$34.4K – 748
2019
Q4 		$34.4K Sell
116
-3
-3% -$826 0.01% 330
2019
Q3 		$28.4K Buy
+119
New +$32.6K 0.01% 322
2019
Q2 		– Sell
-50
Closed -$13.3K – 260
2019
Q1 		$13.3K Buy
+50
New +$14.5K ﹤0.01% 371

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

Advisory Alpha's ELV Position: Q3 2025 in Review

Advisory Alpha sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 564 shares — an estimated $220K sold.

Advisory Alpha first reported a position in ELV in Q1 2019 and held it in 11 quarters. The position peaked at $552K in Q2 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Advisory Alpha reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Advisory Alpha sold 564 Elevance Health shares in Q3 2025, an estimated $220K.
  • Advisory Alpha first reported a position in Elevance Health in Q1 2019 and held it in 11 quarters.
  • Advisory Alpha's Elevance Health position peaked at $552K in Q2 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Advisory Alpha's 13F filing for Q3 2025, filed 12 Nov 2025.