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Dakota Wealth Management’s Elevance Health ELV Stock Holding History

Dakota 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
Q3 		– Sell
-781
Closed -$304K – 693
2025
Q2 		$304K Buy
781
+190
+32% +$76.4K 0.01% 615
2025
Q1 		$257K Buy
+591
New +$237K 0.01% 656
2024
Q4 		– Sell
-1,068
Closed -$555K – 767
2024
Q3 		$555K Buy
1,068
+122
+13% +$65.2K 0.01% 484
2024
Q2 		$513K Buy
946
+16
+2% +$8.46K 0.01% 504
2024
Q1 		$482K Buy
930
+306
+49% +$152K 0.01% 507
2023
Q4 		$294K Sell
624
-29
-4% -$13.4K 0.01% 525
2023
Q3 		$284K Sell
653
-208
-24% -$94.3K 0.01% 502
2023
Q2 		$383K Sell
861
-6
-0.7% -$2.77K 0.02% 433
2023
Q1 		$399K Buy
867
+150
+21% +$71.4K 0.03% 408
2022
Q4 		$368K Buy
717
+271
+61% +$138K 0.03% 409
2022
Q3 		$203K Buy
+446
New +$213K 0.02% 502

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

Dakota Wealth Management's ELV Position: Q3 2025 in Review

Dakota Wealth Management sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 781 shares — an estimated $304K sold.

Dakota Wealth Management first reported a position in ELV in Q3 2022 and held it in 11 quarters. The position peaked at $555K in Q3 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Dakota Wealth Management reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 781 Elevance Health shares in Q3 2025, an estimated $304K.
  • Dakota Wealth Management first reported a position in Elevance Health in Q3 2022 and held it in 11 quarters.
  • Dakota Wealth Management's Elevance Health position peaked at $555K in Q3 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.