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Astoria Portfolio Advisors’s Elevance Health ELV Stock Holding History

Astoria Portfolio Advisors’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
-604
Closed -$219K – 311
2025
Q3 		$219K Sell
604
-365
-38% -$114K 0.06% 246
2025
Q2 		$272K Buy
969
+48
+5% +$19.3K 0.08% 200
2025
Q1 		$393K Sell
921
-245
-21% -$98.4K 0.13% 141
2024
Q4 		$459K Buy
1,166
+5
+0.4% +$2.09K 0.16% 116
2024
Q3 		$583K Buy
1,161
+271
+30% +$145K 0.2% 86
2024
Q2 		$482K Buy
890
+103
+13% +$54.4K 0.17% 90
2024
Q1 		$393K Sell
787
-37
-4% -$18.4K 0.15% 100
2023
Q4 		$407K Buy
824
+27
+3% +$12.5K 0.17% 95
2023
Q3 		$358K Sell
797
-45
-5% -$20.4K 0.17% 108
2023
Q2 		$352K Buy
842
+114
+16% +$52.6K 0.14% 129
2023
Q1 		$346K Buy
+728
New +$346K 0.15% 128

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

Astoria Portfolio Advisors's ELV Position: Q4 2025 in Review

Astoria Portfolio Advisors sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 604 shares — an estimated $219K sold.

Astoria Portfolio Advisors first reported a position in ELV in Q1 2023 and held it in 11 quarters. The position peaked at $583K in Q3 2024. 1,555 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Astoria Portfolio Advisors reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 604 Elevance Health shares in Q4 2025, an estimated $219K.
  • Astoria Portfolio Advisors first reported a position in Elevance Health in Q1 2023 and held it in 11 quarters.
  • Astoria Portfolio Advisors's Elevance Health position peaked at $583K in Q3 2024.
  • 1,555 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.