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Burling Wealth Partners’s Elevance Health ELV Stock Holding History

Burling 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
-1,419
Closed -$552K – 180
2025
Q2 		$552K Sell
1,419
-2,109
-60% -$848K 0.1% 123
2025
Q1 		$1.53M Sell
3,528
-4,012
-53% -$1.61M 0.32% 72
2024
Q4 		$2.78M Buy
+7,540
New +$3.16M 0.57% 48

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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

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

Burling Wealth Partners sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 1,419 shares — an estimated $552K sold.

Burling Wealth Partners first reported a position in ELV in Q4 2024 and held it in 3 quarters. The position peaked at $2.78M in Q4 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Burling Wealth Partners reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Burling Wealth Partners sold 1,419 Elevance Health shares in Q3 2025, an estimated $552K.
  • Burling Wealth Partners first reported a position in Elevance Health in Q4 2024 and held it in 3 quarters.
  • Burling Wealth Partners's Elevance Health position peaked at $2.78M in Q4 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Burling Wealth Partners's 13F filing for Q3 2025, filed 7 Nov 2025.