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Brandywine Oak Private Wealth’s Elevance Health ELV Stock Holding History

Brandywine Oak 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
Q2 		– Sell
-577
Closed -$251K – 237
2025
Q1 		$251K Sell
577
-1
-0.2% -$401 0.02% 199
2024
Q4 		$213K Sell
578
-100
-15% -$41.8K 0.02% 222
2024
Q3 		$353K Hold
678
– – 0.03% 181
2024
Q2 		$367K Sell
678
-1
-0.1% -$529 0.04% 173
2024
Q1 		$352K Hold
679
– – 0.04% 181
2023
Q4 		$320K Sell
679
-20
-3% -$9.25K 0.04% 184
2023
Q3 		$304K Hold
699
– – 0.04% 185
2023
Q2 		$311K Sell
699
-2
-0.3% -$923 0.03% 195
2023
Q1 		$322K Sell
701
-34
-5% -$16.2K 0.04% 194
2022
Q4 		$377K Sell
735
-76
-9% -$38.6K 0.05% 177
2022
Q3 		$368K Sell
811
-8
-1% -$3.83K 0.05% 182
2022
Q2 		$395K Hold
819
– – 0.05% 202
2022
Q1 		$402K Sell
819
-78
-9% -$35.7K 0.05% 221
2021
Q4 		$415K Sell
897
-25
-3% -$10.5K 0.05% 217
2021
Q3 		$343K Sell
922
-1
-0.1% -$380 0.04% 228
2021
Q2 		$352K Buy
923
+30
+3% +$11.5K 0.04% 229
2021
Q1 		$320K Sell
893
-47
-5% -$15.1K 0.05% 191
2020
Q4 		$301K Buy
940
+36
+4% +$11K 0.05% 196
2020
Q3 		$242K Buy
904
+23
+3% +$6.19K 0.04% 220
2020
Q2 		$231K Buy
+881
New +$235K 0.04% 213
2019
Q1 		– Sell
-669
Closed -$175K – 325
2018
Q4 		$175K Buy
+669
New +$184K 0.04% 213

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

Brandywine Oak Private Wealth's ELV Position: Q2 2025 in Review

Brandywine Oak Private Wealth sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 577 shares — an estimated $251K sold.

Brandywine Oak Private Wealth first reported a position in ELV in Q4 2018 and held it in 21 quarters. The position peaked at $415K in Q4 2021. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Brandywine Oak Private Wealth reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 577 Elevance Health shares in Q2 2025, an estimated $251K.
  • Brandywine Oak Private Wealth first reported a position in Elevance Health in Q4 2018 and held it in 21 quarters.
  • Brandywine Oak Private Wealth's Elevance Health position peaked at $415K in Q4 2021.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.