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Custom Index Systems’s Elevance Health ELV Stock Holding History

Custom Index Systems’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
-525
Closed -$228K – 254
2025
Q1 		$228K Sell
525
-76
-13% -$30.5K 0.12% 246
2024
Q4 		$222K Sell
601
-8
-1% -$3.35K 0.12% 222
2024
Q3 		$317K Sell
609
-719
-54% -$384K 0.17% 184
2024
Q2 		$720K Buy
1,328
+878
+195% +$464K 0.41% 51
2024
Q1 		$233K Buy
+450
New +$224K 0.13% 218

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
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 $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

Custom Index Systems's ELV Position: Q2 2025 in Review

Custom Index Systems sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 525 shares — an estimated $228K sold.

Custom Index Systems first reported a position in ELV in Q1 2024 and held it in 5 quarters. The position peaked at $720K in Q2 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Custom Index Systems reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Custom Index Systems sold 525 Elevance Health shares in Q2 2025, an estimated $228K.
  • Custom Index Systems first reported a position in Elevance Health in Q1 2024 and held it in 5 quarters.
  • Custom Index Systems's Elevance Health position peaked at $720K in Q2 2024.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Custom Index Systems's 13F filing for Q2 2025, filed 13 Aug 2025.