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Chung Wu Investment Group’s Elevance Health ELV Stock Holding History

Chung Wu Investment Group’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
-380
Closed -$148K – 262
2025
Q2 		$148K Buy
+380
New +$153K 0.15% 93

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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

Chung Wu Investment Group's ELV Position: Q3 2025 in Review

Chung Wu Investment Group sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 380 shares — an estimated $148K sold.

Chung Wu Investment Group first reported a position in ELV in Q2 2025 and held it in 1 quarter. The position peaked at $148K in Q2 2025. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Chung Wu Investment Group reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Chung Wu Investment Group sold 380 Elevance Health shares in Q3 2025, an estimated $148K.
  • Chung Wu Investment Group first reported a position in Elevance Health in Q2 2025 and held it in 1 quarter.
  • Chung Wu Investment Group's Elevance Health position peaked at $148K in Q2 2025.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Chung Wu Investment Group's 13F filing for Q3 2025, filed 4 Nov 2025.