Court Place Advisors’s Elevance Health ELV Stock Holding History

Court Place Advisors’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	-601	Closed	-$234K	–	150
2025 Q2	$234K	Sell	601 -16	-3%	-$6.44K	0.07%	135
2025 Q1	$268K	Sell	617 -50	-7%	-$20.1K	0.09%	128
2024 Q4	$246K	Hold	667	–	–	0.08%	133
2024 Q3	$347K	Hold	667	–	–	0.1%	124
2024 Q2	$361K	Hold	667	–	–	0.11%	119
2024 Q1	$346K	Hold	667	–	–	0.11%	119
2023 Q4	$315K	Hold	667	–	–	0.1%	126
2023 Q3	$290K	Hold	667	–	–	0.1%	126
2023 Q2	$296K	Hold	667	–	–	0.1%	130
2023 Q1	$307K	Hold	667	–	–	0.11%	129
2022 Q4	$342K	Hold	667	–	–	0.12%	123
2022 Q3	$303K	Hold	667	–	–	0.12%	125
2022 Q2	$322K	Hold	667	–	–	0.12%	127
2022 Q1	$328K	Hold	667	–	–	0.11%	137
2021 Q4	$309K	Hold	667	–	–	0.09%	152
2021 Q3	$249K	Hold	667	–	–	0.07%	160
2021 Q2	$255K	Hold	667	–	–	0.07%	164
2021 Q1	$239K	Hold	667	–	–	0.07%	165
2020 Q4	$214K	Buy	+667	New	+$205K	0.07%	162
2020 Q1	–	Sell	-676	Closed	-$204K	–	166
2019 Q4	$204K	Buy	+676	New	+$186K	0.07%	175

Other funds holding ELV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Court Place Advisors's ELV Position: Q3 2025 in Review

Court Place Advisors sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 601 shares — an estimated $234K sold.

Court Place Advisors first reported a position in ELV in Q4 2019 and held it in 20 quarters. The position peaked at $361K in Q2 2024. 1,511 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

Court Place Advisors reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
Court Place Advisors sold 601 Elevance Health shares in Q3 2025, an estimated $234K.
Court Place Advisors first reported a position in Elevance Health in Q4 2019 and held it in 20 quarters.
Court Place Advisors's Elevance Health position peaked at $361K in Q2 2024.
1,511 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.