BC
ELV icon

Belmont Capital’s Elevance Health ELV Stock Holding History

Belmont Capital’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 		$117K Hold
300
– – 0.02% 138
2025
Q1 		$130K Hold
300
– – 0.02% 134
2024
Q4 		$111K Hold
300
– – 0.02% 95
2024
Q3 		$156K Hold
300
– – 0.03% 124
2024
Q2 		$163K Buy
+300
New +$159K 0.03% 132

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

Belmont Capital's ELV Position: Q2 2025 in Review

Belmont Capital held its Elevance Health (ELV) position steady in Q2 2025 at 300 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #138.

Belmont Capital first reported a position in ELV in Q2 2024 and has held it in 5 quarters since. The position peaked at $163K in Q2 2024. 1,590 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Belmont Capital held 300 shares of Elevance Health worth $117K as of Q2 2025.
  • Belmont Capital left its Elevance Health share count unchanged in Q2 2025.
  • Elevance Health made up 0.02% of Belmont Capital's portfolio in Q2 2025, its #138 holding.
  • Belmont Capital first reported a position in Elevance Health in Q2 2024 and has held it in 5 quarters since.
  • Belmont Capital's Elevance Health position peaked at $163K in Q2 2024.
  • 1,590 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.