Beirne Wealth Consulting Services’s Elevance Health ELV Stock Holding History

Beirne Wealth Consulting 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 Q4	–	Sell	-1,442	Closed	-$466K	–	145
2025 Q3	$466K	Buy	+1,442	New	+$448K	0.11%	108
2024 Q1	–	Sell	-1,379	Closed	-$651K	–	113
2023 Q4	$651K	Buy	+1,379	New	+$638K	0.32%	62
2022 Q4	–	Sell	-1,050	Closed	-$477K	–	101
2022 Q3	$477K	Hold	1,050	–	–	0.18%	63
2022 Q2	$507K	Hold	1,050	–	–	0.33%	54
2022 Q1	$516K	Hold	1,050	–	–	0.29%	58
2021 Q4	$487K	Hold	1,050	–	–	0.27%	55
2021 Q3	$391K	Hold	1,050	–	–	0.22%	64
2021 Q2	$401K	Hold	1,050	–	–	0.22%	64
2021 Q1	$377K	Sell	1,050 -2,244	-68%	-$722K	0.22%	57
2020 Q4	$1.06M	Sell	3,294 -222	-6%	-$68.1K	0.52%	41
2020 Q3	$944K	Buy	3,516 +2,208	+169%	+$594K	0.55%	36
2020 Q2	$344K	Hold	1,308	–	–	0.28%	51
2020 Q1	$297K	Hold	1,308	–	–	0.32%	50
2019 Q4	$395K	Hold	1,308	–	–	0.35%	54
2019 Q3	$314K	Hold	1,308	–	–	0.26%	92
2019 Q2	$369K	Sell	1,308 -322	-20%	-$88K	0.33%	84
2019 Q1	$468K	Sell	1,630 -49	-3%	-$14.2K	0.37%	88
2018 Q4	$441K	Buy	+1,679	New	+$462K	0.38%	81

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Beirne Wealth Consulting Services's ELV Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 1,442 shares — an estimated $466K sold.

Beirne Wealth Consulting Services first reported a position in ELV in Q4 2018 and held it in 18 quarters. The position peaked at $1.06M in Q4 2020. 1,554 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

Beirne Wealth Consulting Services reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
Beirne Wealth Consulting Services sold 1,442 Elevance Health shares in Q4 2025, an estimated $466K.
Beirne Wealth Consulting Services first reported a position in Elevance Health in Q4 2018 and held it in 18 quarters.
Beirne Wealth Consulting Services's Elevance Health position peaked at $1.06M in Q4 2020.
1,554 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.