CSM Advisors’s Elevance Health ELV Stock Holding History

CSM 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	-36,527	Closed	-$14.2M	–	415
2025 Q2	$14.2M	Buy	+36,527	New	+$14.7M	0.41%	68

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

CSM Advisors's ELV Position: Q3 2025 in Review

CSM Advisors sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 36,527 shares — an estimated $14.2M sold.

CSM Advisors first reported a position in ELV in Q2 2025 and held it in 1 quarter. The position peaked at $14.2M in Q2 2025. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

CSM Advisors reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
CSM Advisors sold 36,527 Elevance Health shares in Q3 2025, an estimated $14.2M.
CSM Advisors first reported a position in Elevance Health in Q2 2025 and held it in 1 quarter.
CSM Advisors's Elevance Health position peaked at $14.2M in Q2 2025.
1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on CSM Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.