CWC
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Carolinas Wealth Consulting’s Elevance Health ELV Stock Holding History

Carolinas Wealth Consulting’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
-72
Closed -$31.5K – 265
2025
Q1 		$31.5K Sell
72
-4
-5% -$1.61K 0.01% 397
2024
Q4 		$27.7K Buy
76
+3
+4% +$1.25K 0.01% 433
2024
Q3 		$37.9K Buy
73
+2
+3% +$1.07K 0.01% 401
2024
Q2 		$38.3K Sell
71
-40
-36% -$21.1K 0.01% 402
2024
Q1 		$57.4K Buy
111
+43
+63% +$21.4K 0.01% 352
2023
Q4 		$32.2K Hold
68
– – 0.01% 392
2023
Q3 		$30.7K Buy
68
+15
+28% +$6.8K 0.01% 372
2023
Q2 		$23.6K Sell
53
-28
-35% -$12.9K ﹤0.01% 451
2023
Q1 		$37.3K Sell
81
-33
-29% -$15.7K 0.01% 405
2022
Q4 		$58.5K Buy
114
+20
+21% +$10.2K 0.01% 327
2022
Q3 		$43K Buy
94
+23
+32% +$11K 0.01% 347
2022
Q2 		$34K Hold
71
– – 0.01% 375
2022
Q1 		$35K Buy
71
+20
+39% +$9.14K 0.01% 405
2021
Q4 		$24K Hold
51
– – 0.01% 455
2021
Q3 		$19K Hold
51
– – ﹤0.01% 477
2021
Q2 		$19K Hold
51
– – ﹤0.01% 507
2021
Q1 		$18K Buy
51
+5
+11% +$1.61K ﹤0.01% 526
2020
Q4 		$15K Sell
46
-37
-45% -$11.4K ﹤0.01% 521
2020
Q3 		$22K Buy
83
+47
+131% +$12.6K 0.01% 377
2020
Q2 		$10K Buy
+36
New +$9.6K ﹤0.01% 339

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
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

Carolinas Wealth Consulting's ELV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 72 shares — an estimated $31.5K sold.

Carolinas Wealth Consulting first reported a position in ELV in Q2 2020 and held it in 20 quarters. The position peaked at $58.5K in Q4 2022. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 72 Elevance Health shares in Q2 2025, an estimated $31.5K.
  • Carolinas Wealth Consulting first reported a position in Elevance Health in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Elevance Health position peaked at $58.5K in Q4 2022.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.