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Capital A Wealth Management’s Elevance Health ELV Stock Holding History

Capital A Wealth Management’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
-395
Closed -$172K – 563
2025
Q1 		$172K Hold
395
– – 0.18% 73
2024
Q4 		$146K Buy
+395
New +$165K 0.24% 83

Other funds holding ELV

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital A Wealth Management's ELV Position: Q2 2025 in Review

Capital A Wealth Management sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 395 shares — an estimated $172K sold.

Capital A Wealth Management first reported a position in ELV in Q4 2024 and held it in 2 quarters. The position peaked at $172K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Capital A Wealth Management reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 395 Elevance Health shares in Q2 2025, an estimated $172K.
  • Capital A Wealth Management first reported a position in Elevance Health in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Elevance Health position peaked at $172K in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.