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Atwood & Palmer’s Elevance Health ELV Stock Holding History

Atwood & Palmer’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
Q1 		– Sell
-37
Closed -$13.7K – 459
2024
Q4 		$13.7K Hold
37
– – ﹤0.01% 313
2024
Q3 		$19.2K Hold
37
– – ﹤0.01% 293
2024
Q2 		$20K Hold
37
– – ﹤0.01% 298
2024
Q1 		$19.2K Hold
37
– – ﹤0.01% 279
2023
Q4 		$17.4K Hold
37
– – ﹤0.01% 288
2023
Q3 		$16.1K Hold
37
– – ﹤0.01% 283
2023
Q2 		$16.4K Hold
37
– – ﹤0.01% 289
2023
Q1 		$17K Hold
37
– – ﹤0.01% 274
2022
Q4 		$19K Buy
+37
New +$18.8K ﹤0.01% 287

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Atwood & Palmer's ELV Position: Q1 2025 in Review

Atwood & Palmer sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 37 shares — an estimated $13.7K sold.

Atwood & Palmer first reported a position in ELV in Q4 2022 and held it in 9 quarters. The position peaked at $20K in Q2 2024. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Atwood & Palmer reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Atwood & Palmer sold 37 Elevance Health shares in Q1 2025, an estimated $13.7K.
  • Atwood & Palmer first reported a position in Elevance Health in Q4 2022 and held it in 9 quarters.
  • Atwood & Palmer's Elevance Health position peaked at $20K in Q2 2024.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.