Brio Consultants’s Elevance Health ELV Stock Holding History

Brio Consultants’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	-461	Closed	-$201K	–	135
2025 Q1	$201K	Buy	+461	New	+$185K	0.03%	116

Other funds holding ELV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Brio Consultants's ELV Position: Q2 2025 in Review

Brio Consultants sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 461 shares — an estimated $201K sold.

Brio Consultants first reported a position in ELV in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Brio Consultants reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Brio Consultants sold 461 Elevance Health shares in Q2 2025, an estimated $201K.
Brio Consultants first reported a position in Elevance Health in Q1 2025 and held it in 1 quarter.
Brio Consultants's Elevance Health position peaked at $201K in Q1 2025.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Brio Consultants's 13F filing for Q2 2025, filed 7 Aug 2025.