Bellwether Advisors’s Elevance Health ELV Stock Holding History

Bellwether 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 Q3	–	Sell	-4	Closed	-$1.56K	–	271
2025 Q2	$1.56K	Hold	4	–	–	﹤0.01%	510
2025 Q1	$1.74K	Hold	4	–	–	﹤0.01%	442
2024 Q4	$1.48K	Buy	+4	New	+$1.67K	﹤0.01%	465
2023 Q2	–	Sell	-4	Closed	-$1.84K	–	202
2023 Q1	$1.84K	Hold	4	–	–	﹤0.01%	348
2022 Q4	$2.05K	Sell	4 -1	-20%	-$508	﹤0.01%	355
2022 Q3	$2K	Buy	5 +1	+25%	+$478	﹤0.01%	382
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	353
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	498
2021 Q4	$1K	Sell	4 -4	-50%	-$1.68K	﹤0.01%	526
2021 Q3	$2K	Buy	8 +4	+100%	+$1.52K	﹤0.01%	465
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	395
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	370
2020 Q4	$1K	Buy	+4	New	+$1.23K	﹤0.01%	311

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

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

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

Bellwether Advisors's ELV Position: Q3 2025 in Review

Bellwether Advisors sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 4 shares — an estimated $1.56K sold.

Bellwether Advisors first reported a position in ELV in Q4 2020 and held it in 13 quarters. The position peaked at $2.05K in Q4 2022. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

Bellwether Advisors reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 4 Elevance Health shares in Q3 2025, an estimated $1.56K.
Bellwether Advisors first reported a position in Elevance Health in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Elevance Health position peaked at $2.05K in Q4 2022.
1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.