AFT
ELV icon

Alpha Family Trust’s Elevance Health ELV Stock Holding History

Alpha Family Trust’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
-615
Closed -$239K – 201
2025
Q2 		$239K Buy
+615
New +$247K 0.12% 163
2025
Q1 		– Sell
-735
Closed -$271K – 178
2024
Q4 		$271K Buy
735
+185
+34% +$77.4K 0.15% 114
2024
Q3 		$286K Hold
550
– – 0.16% 111
2024
Q2 		$298K Hold
550
– – 0.17% 104
2024
Q1 		$285K Hold
550
– – 0.17% 108
2023
Q4 		$259K Buy
+550
New +$254K 0.18% 111
2023
Q3 		– Sell
-565
Closed -$251K – 134
2023
Q2 		$251K Buy
565
+125
+28% +$57.7K 0.18% 95
2023
Q1 		$202K Buy
440
+10
+2% +$4.76K 0.16% 119
2022
Q4 		$221K Buy
+430
New +$218K 0.2% 104

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

Alpha Family Trust's ELV Position: Q3 2025 in Review

Alpha Family Trust sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 615 shares — an estimated $239K sold.

Alpha Family Trust first reported a position in ELV in Q4 2022 and held it in 9 quarters. The position peaked at $298K in Q2 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Alpha Family Trust reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Alpha Family Trust sold 615 Elevance Health shares in Q3 2025, an estimated $239K.
  • Alpha Family Trust first reported a position in Elevance Health in Q4 2022 and held it in 9 quarters.
  • Alpha Family Trust's Elevance Health position peaked at $298K in Q2 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

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