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Brass Tax Wealth Management’s Elevance Health ELV Stock Holding History

Brass Tax Wealth Management’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 		$303K Buy
937
+4
+0.4% +$1.24K 0.05% 176
2025
Q2 		$363K Sell
933
-4
-0.4% -$1.61K 0.07% 146
2025
Q1 		$407K Buy
937
+2
+0.2% +$803 0.09% 116
2024
Q4 		$345K Sell
935
-3
-0.3% -$1.25K 0.07% 126
2024
Q3 		$488K Buy
938
+494
+111% +$264K 0.1% 91
2024
Q2 		$241K Buy
+444
New +$235K 0.1% 118

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

Brass Tax Wealth Management's ELV Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Elevance Health (ELV) stake by 0.43% in Q3 2025, buying an estimated $1.24K and bringing the position to 937 shares worth $303K. The position accounts for 0.05% of the portfolio, ranked #176.

Brass Tax Wealth Management first reported a position in ELV in Q2 2024 and has held it in 6 quarters since. The position peaked at $488K in Q3 2024. 1,511 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Brass Tax Wealth Management held 937 shares of Elevance Health worth $303K as of Q3 2025.
  • Brass Tax Wealth Management bought 4 Elevance Health shares in Q3 2025, an estimated $1.24K.
  • Elevance Health made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #176 holding.
  • Brass Tax Wealth Management first reported a position in Elevance Health in Q2 2024 and has held it in 6 quarters since.
  • Brass Tax Wealth Management's Elevance Health position peaked at $488K in Q3 2024.
  • 1,511 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.