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Aspiriant LLC’s Elevance Health ELV Stock Holding History

Aspiriant LLC’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
-502
Closed -$218K – 312
2025
Q1 		$218K Buy
+502
New +$202K 0.01% 279
2024
Q4 		– Sell
-492
Closed -$256K – 296
2024
Q3 		$256K Sell
492
-187
-28% -$99.9K 0.01% 252
2024
Q2 		$368K Sell
679
-370
-35% -$196K 0.02% 211
2024
Q1 		$544K Buy
1,049
+10
+1% +$4.97K 0.02% 191
2023
Q4 		$490K Sell
1,039
-60
-5% -$27.7K 0.02% 191
2023
Q3 		$479K Buy
1,099
+240
+28% +$109K 0.02% 183
2023
Q2 		$382K Sell
859
-197
-19% -$90.9K 0.02% 198
2023
Q1 		$486K Buy
1,056
+194
+23% +$92.3K 0.03% 178
2022
Q4 		$442K Buy
862
+276
+47% +$140K 0.02% 185
2022
Q3 		$265K Buy
586
+104
+22% +$49.8K 0.01% 219
2022
Q2 		$233K Sell
482
-12
-2% -$5.94K 0.01% 244
2022
Q1 		$243K Buy
+494
New +$226K 0.01% 249

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Aspiriant LLC's ELV Position: Q2 2025 in Review

Aspiriant LLC sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 502 shares — an estimated $218K sold.

Aspiriant LLC first reported a position in ELV in Q1 2022 and held it in 12 quarters. The position peaked at $544K in Q1 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Aspiriant LLC reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Aspiriant LLC sold 502 Elevance Health shares in Q2 2025, an estimated $218K.
  • Aspiriant LLC first reported a position in Elevance Health in Q1 2022 and held it in 12 quarters.
  • Aspiriant LLC's Elevance Health position peaked at $544K in Q1 2024.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Aspiriant LLC's 13F filing for Q2 2025, filed 29 Jul 2025.