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Clarius Group LLC’s Elevance Health ELV Stock Holding History

Clarius Group LLC’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
Q4 		$532K Buy
+1,517
New +$513K 0.03% 195
2025
Q3 		– Sell
-1,418
Closed -$552K – 422
2025
Q2 		$552K Sell
1,418
-954
-40% -$384K 0.03% 232
2025
Q1 		$1.03M Buy
2,372
+558
+31% +$224K 0.06% 137
2024
Q4 		$669K Sell
1,814
-9
-0.5% -$3.77K 0.05% 171
2024
Q3 		$948K Sell
1,823
-56
-3% -$29.9K 0.07% 130
2024
Q2 		$1.02M Sell
1,879
-60
-3% -$31.7K 0.07% 115
2024
Q1 		$1.01M Sell
1,939
-278
-13% -$138K 0.07% 118
2023
Q4 		$1.05M Sell
2,217
-21
-0.9% -$9.71K 0.09% 119
2023
Q3 		$974K Sell
2,238
-656
-23% -$298K 0.09% 119
2023
Q2 		$1.29M Buy
2,894
+62
+2% +$28.6K 0.1% 109
2023
Q1 		$1.3M Sell
2,832
-47
-2% -$22.4K 0.11% 107
2022
Q4 		$1.48M Buy
2,879
+73
+3% +$37.1K 0.13% 93
2022
Q3 		$1.27M Buy
2,806
+60
+2% +$28.7K 0.13% 95
2022
Q2 		$1.32M Buy
2,746
+159
+6% +$78.7K 0.13% 101
2022
Q1 		$1.2M Hold
2,587
– – 0.09% 114
2021
Q4 		$1.2M Buy
2,587
+15
+0.6% +$6.31K 0.09% 114
2021
Q3 		$959K Buy
2,572
+78
+3% +$29.6K 0.09% 126
2021
Q2 		$952K Sell
2,494
-18
-0.7% -$6.88K 0.09% 125
2021
Q1 		$902K Buy
2,512
+409
+19% +$132K 0.09% 121
2020
Q4 		$675K Buy
2,103
+74
+4% +$22.7K 0.07% 134
2020
Q3 		$545K Sell
2,029
-274
-12% -$73.7K 0.07% 127
2020
Q2 		$606K Buy
2,303
+270
+13% +$72K 0.08% 116
2020
Q1 		$462K Buy
2,033
+304
+18% +$82.8K 0.09% 115
2019
Q4 		$521K Sell
1,729
-25
-1% -$6.88K 0.08% 122
2019
Q3 		$421K Buy
1,754
+606
+53% +$166K 0.08% 141
2019
Q2 		$324K Sell
1,148
-40
-3% -$10.9K 0.07% 156
2019
Q1 		$341K Buy
+1,188
New +$344K 0.08% 127
2018
Q3 		– Sell
-1,046
Closed -$249K – 127
2018
Q2 		$249K Buy
+1,046
New +$242K 0.1% 71

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Clarius Group LLC's ELV Position: Q4 2025 in Review

Clarius Group LLC opened a new position in Elevance Health (ELV) in Q4 2025: 1,517 shares worth $532K. The stake represents 0.03% of the portfolio and ranks #195 among its holdings. This is a return to the name: Clarius Group LLC previously reported a position in ELV as recently as Q2 2025.

Clarius Group LLC first reported a position in ELV in Q2 2018 and has held it in 28 quarters since. The position peaked at $1.48M in Q4 2022. 1,554 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Clarius Group LLC held 1,517 shares of Elevance Health worth $532K as of Q4 2025.
  • Elevance Health was a new Clarius Group LLC position in Q4 2025.
  • Elevance Health made up 0.03% of Clarius Group LLC's portfolio in Q4 2025, its #195 holding.
  • Clarius Group LLC first reported a position in Elevance Health in Q2 2018 and has held it in 28 quarters since.
  • Clarius Group LLC's Elevance Health position peaked at $1.48M in Q4 2022.
  • 1,554 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.