AWM
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Atticus Wealth Management’s Elevance Health ELV Stock Holding History

Atticus Wealth 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
-240
Closed -$93.5K – 324
2025
Q2 		$93.5K Hold
240
– – 0.03% 248
2025
Q1 		$104K Hold
240
– – 0.03% 157
2024
Q4 		$88.5K Sell
240
-109
-31% -$45.6K 0.03% 176
2024
Q3 		$182K Hold
349
– – 0.06% 124
2024
Q2 		$189K Hold
349
– – 0.06% 116
2024
Q1 		$181K Hold
349
– – 0.06% 124
2023
Q4 		$164K Sell
349
-30
-8% -$13.9K 0.06% 128
2023
Q3 		$165K Sell
379
-6
-2% -$2.72K 0.06% 141
2023
Q2 		$171K Sell
385
-121
-24% -$55.8K 0.06% 144
2023
Q1 		$233K Sell
506
-32
-6% -$15.2K 0.09% 119
2022
Q4 		$276K Sell
538
-194
-27% -$98.5K 0.11% 104
2022
Q3 		$353K Hold
732
– – 0.17% 80
2022
Q2 		$353K Buy
732
+448
+158% +$222K 0.15% 94
2022
Q1 		$139K Buy
284
+18
+7% +$8.23K 0.05% 170
2021
Q4 		$123K Hold
266
– – 0.05% 150
2021
Q3 		$99K Buy
266
+1
+0.4% +$380 0.04% 167
2021
Q2 		$101K Hold
265
– – 0.04% 169
2021
Q1 		$95K Hold
265
– – 0.05% 161
2020
Q4 		$85K Hold
265
– – 0.04% 166
2020
Q3 		$71K Hold
265
– – 0.04% 157
2020
Q2 		$70K Hold
265
– – 0.05% 149
2020
Q1 		$60K Buy
265
+12
+5% +$3.27K 0.05% 159
2019
Q4 		$76K Buy
+253
New +$69.6K 0.05% 147

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Atticus Wealth Management's ELV Position: Q3 2025 in Review

Atticus Wealth Management sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 240 shares — an estimated $93.5K sold.

Atticus Wealth Management first reported a position in ELV in Q4 2019 and held it in 23 quarters. The position peaked at $353K in Q3 2022. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Atticus Wealth Management reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 240 Elevance Health shares in Q3 2025, an estimated $93.5K.
  • Atticus Wealth Management first reported a position in Elevance Health in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Elevance Health position peaked at $353K in Q3 2022.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.