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Cumberland Partners’s Elevance Health ELV Stock Holding History

Cumberland Partners’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
-3,500
Closed -$1.36M – 174
2025
Q2 		$1.36M Buy
+3,500
New +$1.41M 0.09% 122
2024
Q4 		– Sell
-19,396
Closed -$10.1M – 178
2024
Q3 		$10.1M Buy
19,396
+155
+0.8% +$82.8K 0.7% 34
2024
Q2 		$10.4M Buy
19,241
+634
+3% +$335K 0.76% 33
2024
Q1 		$9.65M Sell
18,607
-10,867
-37% -$5.4M 0.7% 33
2023
Q4 		$13M Sell
29,474
-406
-1% -$188K 1.19% 24
2023
Q3 		$13M Sell
29,880
-189
-0.6% -$85.7K 1.25% 24
2023
Q2 		$13.4M Sell
30,069
-217
-0.7% -$100K 1.23% 24
2023
Q1 		$13.9M Sell
30,286
-5,320
-15% -$2.53M 1.37% 25
2022
Q4 		$18.3M Buy
35,606
+15,154
+74% +$7.69M 1.92% 19
2022
Q3 		$9.29M Buy
20,452
+370
+2% +$177K 0.99% 31
2022
Q2 		$9.69M Buy
20,082
+8,232
+69% +$4.07M 0.92% 31
2022
Q1 		$5.82M Sell
11,850
-366
-3% -$167K 0.44% 53
2021
Q4 		$5.66M Sell
12,216
-1
-0% -$421 0.4% 63
2021
Q3 		$4.55M Buy
12,217
+422
+4% +$160K 0.37% 72
2021
Q2 		$4.5M Sell
11,795
-966
-8% -$369K 0.35% 74
2021
Q1 		$4.58M Buy
12,761
+933
+8% +$300K 0.38% 70
2020
Q4 		$3.8M Buy
11,828
+1,363
+13% +$418K 0.34% 72
2020
Q3 		$2.81M Buy
10,465
+1,906
+22% +$513K 0.29% 74
2020
Q2 		$2.25M Buy
8,559
+5,709
+200% +$1.52M 0.23% 82
2020
Q1 		$647K Sell
2,850
-1,175
-29% -$320K 0.08% 118
2019
Q4 		$1.22M Buy
4,025
+775
+24% +$213K 0.11% 106
2019
Q3 		$780K Buy
3,250
+1,500
+86% +$411K 0.08% 112
2019
Q2 		$494K Buy
+1,750
New +$478K 0.05% 138
2019
Q1 		– Sell
-4,700
Closed -$1.23M – 168
2018
Q4 		$1.23M Buy
+4,700
New +$1.29M 0.14% 92

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

Cumberland Partners's ELV Position: Q3 2025 in Review

Cumberland Partners sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 3,500 shares — an estimated $1.36M sold.

Cumberland Partners first reported a position in ELV in Q4 2018 and held it in 24 quarters. The position peaked at $18.3M in Q4 2022. 1,511 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Cumberland Partners reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Cumberland Partners sold 3,500 Elevance Health shares in Q3 2025, an estimated $1.36M.
  • Cumberland Partners first reported a position in Elevance Health in Q4 2018 and held it in 24 quarters.
  • Cumberland Partners's Elevance Health position peaked at $18.3M in Q4 2022.
  • 1,511 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Cumberland Partners's 13F filing for Q3 2025, filed 7 Nov 2025.