Aspen Investment Management’s Elevance Health ELV Stock Holding History

Aspen 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	-1,143	Closed	-$445K	–	152
2025 Q2	$445K	Buy	1,143 +95	+9%	+$38.2K	0.19%	113
2025 Q1	$456K	Buy	1,048 +27	+3%	+$10.8K	0.21%	104
2024 Q4	$377K	Hold	1,021	–	–	0.18%	111
2024 Q3	$531K	Buy	1,021 +17	+2%	+$9.08K	0.25%	95
2024 Q2	$544K	Buy	1,004 +42	+4%	+$22.2K	0.27%	94
2024 Q1	$499K	Buy	962 +27	+3%	+$13.4K	0.25%	101
2023 Q4	$441K	Buy	+935	New	+$432K	0.25%	96
2023 Q1	–	Sell	-446	Closed	-$229K	–	132
2022 Q4	$229K	Sell	446 -108	-19%	-$54.8K	0.15%	118
2022 Q3	$252K	Buy	+554	New	+$265K	0.17%	118

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Aspen Investment Management sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 1,143 shares — an estimated $445K sold.

Aspen Investment Management first reported a position in ELV in Q3 2022 and held it in 9 quarters. The position peaked at $544K in Q2 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

Aspen Investment Management reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
Aspen Investment Management sold 1,143 Elevance Health shares in Q3 2025, an estimated $445K.
Aspen Investment Management first reported a position in Elevance Health in Q3 2022 and held it in 9 quarters.
Aspen Investment Management's Elevance Health position peaked at $544K in Q2 2024.
1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Aspen Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.