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B.O.S.S. Retirement Advisors’s Elevance Health ELV Stock Holding History

B.O.S.S. Retirement Advisors’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
-585
Closed -$254K – 197
2025
Q1 		$254K Sell
585
-175
-23% -$70.3K 0.07% 152
2024
Q4 		$280K Buy
+760
New +$318K 0.08% 147
2024
Q1 		– Sell
-580
Closed -$274K – 163
2023
Q4 		$274K Sell
580
-109
-16% -$50.4K 0.05% 216
2023
Q3 		$300K Buy
689
+73
+12% +$33.1K 0.06% 203
2023
Q2 		$273K Buy
616
+123
+25% +$56.7K 0.06% 210
2023
Q1 		$227K Buy
+493
New +$235K 0.05% 208

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

B.O.S.S. Retirement Advisors's ELV Position: Q2 2025 in Review

B.O.S.S. Retirement Advisors sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 585 shares — an estimated $254K sold.

B.O.S.S. Retirement Advisors first reported a position in ELV in Q1 2023 and held it in 6 quarters. The position peaked at $300K in Q3 2023. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • B.O.S.S. Retirement Advisors reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 585 Elevance Health shares in Q2 2025, an estimated $254K.
  • B.O.S.S. Retirement Advisors first reported a position in Elevance Health in Q1 2023 and held it in 6 quarters.
  • B.O.S.S. Retirement Advisors's Elevance Health position peaked at $300K in Q3 2023.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.