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BOK Financial Private Wealth’s Elevance Health ELV Stock Holding History

BOK Financial Private Wealth’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
-82
Closed -$31.9K – 404
2025
Q2 		$31.9K Buy
+82
New +$33K ﹤0.01% 285
2025
Q1 		– Sell
-5
Closed -$1.84K – 536
2024
Q4 		$1.84K Buy
+5
New +$2.09K ﹤0.01% 452
2024
Q1 		– Sell
-61
Closed -$28.8K – 485
2023
Q4 		$28.8K Hold
61
– – ﹤0.01% 296
2023
Q3 		$26.6K Hold
61
– – ﹤0.01% 280
2023
Q2 		$27.1K Sell
61
-24
-28% -$11.1K ﹤0.01% 273
2023
Q1 		$39.1K Buy
85
+5
+6% +$2.38K ﹤0.01% 255
2022
Q4 		$41K Sell
80
-30
-27% -$15.2K ﹤0.01% 244
2022
Q3 		$50K Sell
110
-16
-13% -$7.66K ﹤0.01% 246
2022
Q2 		$61K Sell
126
-1,370
-92% -$678K 0.01% 238
2022
Q1 		$735K Buy
1,496
+273
+22% +$125K 0.05% 148
2021
Q4 		$567K Buy
1,223
+131
+12% +$55.1K 0.04% 158
2021
Q3 		$407K Buy
1,092
+211
+24% +$80.2K 0.03% 167
2021
Q2 		$336K Buy
881
+168
+24% +$64.2K 0.03% 167
2021
Q1 		$256K Buy
+713
New +$229K 0.02% 169
2019
Q1 		– Sell
-1,083
Closed -$284K – 128
2018
Q4 		$284K Buy
+1,083
New +$298K 0.04% 88

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BOK Financial Private Wealth's ELV Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 82 shares — an estimated $31.9K sold.

BOK Financial Private Wealth first reported a position in ELV in Q4 2018 and held it in 15 quarters. The position peaked at $735K in Q1 2022. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • BOK Financial Private Wealth reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 82 Elevance Health shares in Q3 2025, an estimated $31.9K.
  • BOK Financial Private Wealth first reported a position in Elevance Health in Q4 2018 and held it in 15 quarters.
  • BOK Financial Private Wealth's Elevance Health position peaked at $735K in Q1 2022.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.