CWM
ELV icon

Congress Wealth Management’s Elevance Health ELV Stock Holding History

Congress 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
-2,475
Closed -$1.08M – 1189
2025
Q1 		$1.08M Sell
2,475
-150
-6% -$60.2K 0.01% 619
2024
Q4 		$969K Buy
2,625
+476
+22% +$199K 0.01% 524
2024
Q3 		$1.12M Buy
2,149
+443
+26% +$237K 0.01% 500
2024
Q2 		$925K Sell
1,706
-107
-6% -$56.6K 0.01% 439
2024
Q1 		$941K Sell
1,813
-260
-13% -$129K 0.02% 381
2023
Q4 		$978K Buy
2,073
+359
+21% +$166K 0.02% 394
2023
Q3 		$746K Buy
1,714
+8
+0.5% +$3.63K 0.02% 405
2023
Q2 		$758K Buy
1,706
+18
+1% +$8.3K 0.02% 369
2023
Q1 		$777K Sell
1,688
-230
-12% -$109K 0.02% 371
2022
Q4 		$984K Buy
1,918
+914
+91% +$464K 0.03% 339
2022
Q3 		$456K Sell
1,004
-1
-0.1% -$478 0.01% 419
2022
Q2 		$485K Sell
1,005
-27
-3% -$13.4K 0.01% 413
2022
Q1 		$507K Buy
1,032
+44
+4% +$20.1K 0.01% 443
2021
Q4 		$458K Buy
+988
New +$416K 0.01% 478

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Congress Wealth Management's ELV Position: Q2 2025 in Review

Congress Wealth Management sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 2,475 shares — an estimated $1.08M sold.

Congress Wealth Management first reported a position in ELV in Q4 2021 and held it in 14 quarters. The position peaked at $1.12M in Q3 2024. 1,593 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Congress Wealth Management reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 2,475 Elevance Health shares in Q2 2025, an estimated $1.08M.
  • Congress Wealth Management first reported a position in Elevance Health in Q4 2021 and held it in 14 quarters.
  • Congress Wealth Management's Elevance Health position peaked at $1.12M in Q3 2024.
  • 1,593 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.