AWM
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Arista Wealth Management’s Elevance Health ELV Stock Holding History

Arista Wealth 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
Q4 		– Sell
-1,380
Closed -$446K – 274
2025
Q3 		$446K Hold
1,380
– – 0.06% 159
2025
Q2 		$537K Buy
+1,380
New +$555K 0.07% 140
2024
Q3 		– Sell
-858
Closed -$465K – 72
2024
Q2 		$465K Buy
+858
New +$454K 0.12% 42
2024
Q1 		– Sell
-858
Closed -$405K – 39
2023
Q4 		$405K Hold
858
– – 0.15% 33
2023
Q3 		$374K Hold
858
– – 0.15% 36
2023
Q2 		$381K Hold
858
– – 0.16% 37
2023
Q1 		$395K Hold
858
– – 0.22% 40
2022
Q4 		$440K Buy
+858
New +$436K 0.28% 34

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Arista Wealth Management's ELV Position: Q4 2025 in Review

Arista Wealth Management sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 1,380 shares — an estimated $446K sold.

Arista Wealth Management first reported a position in ELV in Q4 2022 and held it in 8 quarters. The position peaked at $537K in Q2 2025. 1,555 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Arista Wealth Management reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • Arista Wealth Management sold 1,380 Elevance Health shares in Q4 2025, an estimated $446K.
  • Arista Wealth Management first reported a position in Elevance Health in Q4 2022 and held it in 8 quarters.
  • Arista Wealth Management's Elevance Health position peaked at $537K in Q2 2025.
  • 1,555 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Arista Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.