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Austin Private Wealth’s Elevance Health ELV Stock Holding History

Austin Private Wealth’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
2024
Q1 		– Sell
-10,000
Closed -$47 – 272
2023
Q4 		$47 Buy
+10,000
New +$4.62M ﹤0.01% 257

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Austin Private Wealth's ELV Position: Q4 2025 in Review

Austin Private Wealth reduced its Elevance Health (ELV) stake by 0.64% in Q4 2025, selling an estimated $3.72K and leaving 1,718 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #157.

Austin Private Wealth first reported a position in ELV in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.07M in Q2 2024. 1,553 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Austin Private Wealth held 1,718 shares of Elevance Health worth $602K as of Q4 2025.
  • Austin Private Wealth sold 11 Elevance Health shares in Q4 2025, an estimated $3.72K.
  • Elevance Health made up 0.04% of Austin Private Wealth's portfolio in Q4 2025, its #157 holding.
  • Austin Private Wealth first reported a position in Elevance Health in Q4 2023 and has held it in 9 quarters since.
  • Austin Private Wealth's Elevance Health position peaked at $1.07M in Q2 2024.
  • 1,553 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.