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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Atria Wealth Solutions's ELV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Elevance Health (ELV) stake by 60% in Q2 2025, selling an estimated $1.25M and leaving 2,036 shares worth $778K. The position accounts for 0.02% of the portfolio, ranked #741.

Atria Wealth Solutions first reported a position in ELV in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.92M in Q2 2024. 1,593 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Atria Wealth Solutions held 2,036 shares of Elevance Health worth $778K as of Q2 2025.
Atria Wealth Solutions sold 3,106 Elevance Health shares in Q2 2025, an estimated $1.25M.
Elevance Health made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #741 holding.
Atria Wealth Solutions first reported a position in Elevance Health in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Elevance Health position peaked at $2.92M in Q2 2024.
1,593 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.