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BSW Wealth Partners’s Elevance Health ELV Stock Holding History

BSW Wealth Partners’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
-848
Closed -$330K – 335
2025
Q2 		$330K Sell
848
-106
-11% -$42.6K 0.05% 228
2025
Q1 		$415K Buy
954
+245
+35% +$98.4K 0.06% 186
2024
Q4 		$262K Buy
709
+210
+42% +$87.9K 0.04% 256
2024
Q3 		$259K Buy
+499
New +$267K 0.04% 252
2024
Q1 		– Sell
-613
Closed -$289K – 305
2023
Q4 		$289K Buy
613
+91
+17% +$42.1K 0.06% 208
2023
Q3 		$227K Sell
522
-54
-9% -$24.5K 0.05% 216
2023
Q2 		$256K Sell
576
-11
-2% -$5.07K 0.05% 208
2023
Q1 		$270K Sell
587
-212
-27% -$101K 0.06% 235
2022
Q4 		$410K Sell
799
-11
-1% -$5.58K 0.09% 163
2022
Q3 		$368K Buy
810
+283
+54% +$135K 0.09% 148
2022
Q2 		$254K Buy
527
+55
+12% +$27.2K 0.06% 214
2022
Q1 		$232K Sell
472
-20
-4% -$9.14K 0.06% 246
2021
Q4 		$228K Buy
+492
New +$207K 0.06% 228

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

BSW Wealth Partners's ELV Position: Q3 2025 in Review

BSW Wealth Partners sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 848 shares — an estimated $330K sold.

BSW Wealth Partners first reported a position in ELV in Q4 2021 and held it in 13 quarters. The position peaked at $415K in Q1 2025. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • BSW Wealth Partners reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 848 Elevance Health shares in Q3 2025, an estimated $330K.
  • BSW Wealth Partners first reported a position in Elevance Health in Q4 2021 and held it in 13 quarters.
  • BSW Wealth Partners's Elevance Health position peaked at $415K in Q1 2025.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on BSW Wealth Partners's 13F filing for Q3 2025, filed 15 Oct 2025.