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Briaud Financial Planning’s Elevance Health ELV Stock Holding History

Briaud Financial Planning’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
-501
Closed -$194K – 106
2025
Q2 		$194K Hold
501
– – 0.08% 37
2025
Q1 		$217K Hold
501
– – 0.09% 30
2024
Q4 		$184K Buy
+501
New +$210K 0.08% 29

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State Street
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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

Briaud Financial Planning's ELV Position: Q3 2025 in Review

Briaud Financial Planning sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 501 shares — an estimated $194K sold.

Briaud Financial Planning first reported a position in ELV in Q4 2024 and held it in 3 quarters. The position peaked at $217K in Q1 2025. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Briaud Financial Planning reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 501 Elevance Health shares in Q3 2025, an estimated $194K.
  • Briaud Financial Planning first reported a position in Elevance Health in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Elevance Health position peaked at $217K in Q1 2025.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.