Border to Coast Pensions Partnership’s Elevance Health ELV Stock Holding History

Border to Coast Pensions Partnership’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	-68,121	Closed	-$26.5M	–	86
2025 Q2	$26.5M	Hold	68,121	–	–	0.49%	63
2025 Q1	$29.6M	Hold	68,121	–	–	0.61%	58
2024 Q4	$25.1M	Buy	68,121 +10,196	+18%	+$4.27M	0.49%	63
2024 Q3	$30M	Buy	57,925 +2,471	+4%	+$1.32M	0.61%	57
2024 Q2	$30.1M	Sell	55,454 -1,974	-3%	-$1.04M	0.71%	53
2024 Q1	$29.8M	Hold	57,428	–	–	0.66%	58
2023 Q4	$27.1M	Hold	57,428	–	–	0.66%	56
2023 Q3	$25.7M	Hold	57,428	–	–	0.68%	57
2023 Q2	$25.5M	Hold	57,428	–	–	0.64%	58
2023 Q1	$26.4M	Buy	57,428 +9,653	+20%	+$4.59M	0.71%	59
2022 Q4	$24.5M	Hold	47,775	–	–	0.79%	55
2022 Q3	$21.7M	Hold	47,775	–	–	0.7%	60
2022 Q2	$23.1M	Buy	47,775 +6,291	+15%	+$3.11M	0.72%	56
2022 Q1	$20.3M	Buy	41,484 +49	+0.1%	+$22.4K	0.58%	65
2021 Q4	$19.2M	Hold	41,435	–	–	0.65%	54
2021 Q3	$19.1M	Hold	41,435	–	–	0.65%	54
2021 Q2	$15.9M	Buy	+41,435	New	+$15.8M	0.56%	67

Other funds holding ELV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Border to Coast Pensions Partnership's ELV Position: Q3 2025 in Review

Border to Coast Pensions Partnership sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 68,121 shares — an estimated $26.5M sold.

Border to Coast Pensions Partnership first reported a position in ELV in Q2 2021 and held it in 17 quarters. The position peaked at $30.1M in Q2 2024. 1,512 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

Border to Coast Pensions Partnership reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
Border to Coast Pensions Partnership sold 68,121 Elevance Health shares in Q3 2025, an estimated $26.5M.
Border to Coast Pensions Partnership first reported a position in Elevance Health in Q2 2021 and held it in 17 quarters.
Border to Coast Pensions Partnership's Elevance Health position peaked at $30.1M in Q2 2024.
1,512 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Border to Coast Pensions Partnership's 13F filing for Q3 2025, filed 5 Nov 2025.