AAS
ELV icon

Avantax Advisory Services’s Elevance Health ELV Stock Holding History

Avantax Advisory Services’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 		$7.68M Buy
19,752
+1,694
+9% +$681K 0.04% 329
2025
Q1 		$7.85M Buy
18,058
+2,332
+15% +$936K 0.05% 303
2024
Q4 		$5.8M Sell
15,726
-2,172
-12% -$909K 0.04% 354
2024
Q3 		$9.31M Buy
17,898
+1,576
+10% +$842K 0.06% 233
2024
Q2 		$8.84M Buy
16,322
+10,659
+188% +$5.63M 0.06% 228
2024
Q1 		$2.94M Buy
5,663
+101
+2% +$50.2K 0.03% 436
2023
Q4 		$2.62M Buy
5,562
+742
+15% +$343K 0.03% 432
2023
Q3 		$2.1M Sell
4,820
-707
-13% -$321K 0.02% 445
2023
Q2 		$2.46M Buy
5,527
+83
+2% +$38.3K 0.03% 398
2023
Q1 		$2.5M Buy
5,444
+187
+4% +$89K 0.03% 376
2022
Q4 		$2.7M Sell
5,257
-2
-0% -$1.01K 0.04% 352
2022
Q3 		$2.39M Sell
5,259
-99
-2% -$47.4K 0.04% 344
2022
Q2 		$2.59M Buy
5,358
+591
+12% +$292K 0.04% 327
2022
Q1 		$2.32M Buy
4,767
+259
+6% +$118K 0.03% 348
2021
Q4 		$2.09M Buy
4,508
+319
+8% +$134K 0.03% 361
2021
Q3 		$1.56M Buy
4,189
+2,451
+141% +$931K 0.03% 388
2021
Q2 		$665K Buy
1,738
+223
+15% +$85.2K 0.01% 595
2021
Q1 		$544K Sell
1,515
-1,158
-43% -$372K 0.01% 595
2020
Q4 		$856K Sell
2,673
-2,761
-51% -$847K 0.02% 408
2020
Q3 		$1.46M Buy
5,434
+4,269
+366% +$1.15M 0.02% 425
2020
Q2 		$309K Sell
1,165
-91
-7% -$24.3K 0.01% 624
2020
Q1 		$283K Buy
1,256
+379
+43% +$103K 0.01% 599
2019
Q4 		$268K Buy
+877
New +$241K 0.01% 662

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
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

Avantax Advisory Services's ELV Position: Q2 2025 in Review

Avantax Advisory Services increased its Elevance Health (ELV) stake by 9.4% in Q2 2025, buying an estimated $681K and bringing the position to 19,752 shares worth $7.68M. The position accounts for 0.04% of the portfolio, ranked #329.

Avantax Advisory Services first reported a position in ELV in Q4 2019 and has held it in 23 quarters since. The position peaked at $9.31M in Q3 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Avantax Advisory Services held 19,752 shares of Elevance Health worth $7.68M as of Q2 2025.
  • Avantax Advisory Services bought 1,694 Elevance Health shares in Q2 2025, an estimated $681K.
  • Elevance Health made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #329 holding.
  • Avantax Advisory Services first reported a position in Elevance Health in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's Elevance Health position peaked at $9.31M in Q3 2024.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.