Atria Wealth Solutions’s Elevance Health ELV Stock Holding History

Atria Wealth Solutions’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	$778K	Sell	2,036 -3,106	-60%	-$1.25M	0.02%	741
2025 Q1	$2.24M	Buy	5,142 +111	+2%	+$44.6K	0.03%	593
2024 Q4	$1.86M	Sell	5,031 -496	-9%	-$208K	0.02%	673
2024 Q3	$2.87M	Buy	5,527 +136	+3%	+$72.7K	0.03%	507
2024 Q2	$2.92M	Buy	5,391 +258	+5%	+$136K	0.03%	499
2024 Q1	$2.66M	Buy	5,133 +205	+4%	+$102K	0.03%	540
2023 Q4	$2.32M	Buy	4,928 +134	+3%	+$62K	0.03%	561
2023 Q3	$2.09M	Buy	4,794 +365	+8%	+$166K	0.03%	547
2023 Q2	$1.97M	Buy	4,429 +266	+6%	+$123K	0.03%	571
2023 Q1	$1.91M	Buy	4,163 +110	+3%	+$52.3K	0.03%	554
2022 Q4	$2.08M	Buy	4,053 +998	+33%	+$507K	0.03%	502
2022 Q3	$1.39M	Sell	3,055 -1,820	-37%	-$871K	0.02%	607
2022 Q2	$1.57M	Buy	4,875 +2,313	+90%	+$1.14M	0.03%	523
2022 Q1	$1.26M	Buy	+2,562	New	+$1.17M	0.02%	635

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

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