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

Aviso 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
Q2 		– Sell
-688
Closed -$299K – 147
2025
Q1 		$299K Sell
688
-32
-4% -$12.8K 0.16% 114
2024
Q4 		$266K Buy
720
+258
+56% +$108K 0.14% 121
2024
Q3 		$240K Sell
462
-104
-18% -$55.6K 0.13% 131
2024
Q2 		$307K Sell
566
-24
-4% -$12.7K 0.18% 110
2024
Q1 		$306K Buy
590
+55
+10% +$27.4K 0.19% 110
2023
Q4 		$252K Buy
+535
New +$247K 0.18% 122

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

Aviso Wealth Management's ELV Position: Q2 2025 in Review

Aviso Wealth Management sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 688 shares — an estimated $299K sold.

Aviso Wealth Management first reported a position in ELV in Q4 2023 and held it in 6 quarters. The position peaked at $307K in Q2 2024. 1,590 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Aviso Wealth Management reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Aviso Wealth Management sold 688 Elevance Health shares in Q2 2025, an estimated $299K.
  • Aviso Wealth Management first reported a position in Elevance Health in Q4 2023 and held it in 6 quarters.
  • Aviso Wealth Management's Elevance Health position peaked at $307K in Q2 2024.
  • 1,590 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Aviso Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.