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Callan Capital’s Elevance Health ELV Stock Holding History

Callan Capital’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
Q1 		$613K Buy
1,409
+147
+12% +$59K 0.05% 180
2024
Q4 		$466K Buy
1,262
+425
+51% +$178K 0.03% 186
2024
Q3 		$435K Sell
837
-23
-3% -$12.3K 0.03% 202
2024
Q2 		$466K Buy
860
+391
+83% +$207K 0.04% 175
2024
Q1 		$243K Buy
+469
New +$233K 0.02% 243

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Callan Capital's ELV Position: Q1 2025 in Review

Callan Capital increased its Elevance Health (ELV) stake by 12% in Q1 2025, buying an estimated $59K and bringing the position to 1,409 shares worth $613K. The position accounts for 0.05% of the portfolio, ranked #180.

Callan Capital first reported a position in ELV in Q1 2024 and has held it in 5 quarters since. 1,663 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Callan Capital held 1,409 shares of Elevance Health worth $613K as of Q1 2025.
  • Callan Capital bought 147 Elevance Health shares in Q1 2025, an estimated $59K.
  • Elevance Health made up 0.05% of Callan Capital's portfolio in Q1 2025, its #180 holding.
  • Callan Capital first reported a position in Elevance Health in Q1 2024 and has held it in 5 quarters since.
  • 1,663 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.