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Bigelow Investment Advisors’s Elevance Health ELV Stock Holding History

Bigelow Investment 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
Q1 		– Sell
-608
Closed -$224K – 147
2024
Q4 		$224K Sell
608
-125
-17% -$52.3K 0.11% 140
2024
Q3 		$381K Buy
733
+20
+3% +$10.7K 0.17% 128
2024
Q2 		$386K Buy
713
+6
+0.8% +$3.17K 0.18% 120
2024
Q1 		$367K Buy
707
+276
+64% +$137K 0.18% 124
2023
Q4 		$203K Buy
+431
New +$199K 0.11% 150

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Bigelow Investment Advisors's ELV Position: Q1 2025 in Review

Bigelow Investment Advisors sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 608 shares — an estimated $224K sold.

Bigelow Investment Advisors first reported a position in ELV in Q4 2023 and held it in 5 quarters. The position peaked at $386K in Q2 2024. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Bigelow Investment Advisors reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Bigelow Investment Advisors sold 608 Elevance Health shares in Q1 2025, an estimated $224K.
  • Bigelow Investment Advisors first reported a position in Elevance Health in Q4 2023 and held it in 5 quarters.
  • Bigelow Investment Advisors's Elevance Health position peaked at $386K in Q2 2024.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Bigelow Investment Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.