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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $61.3B 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