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Diligent Investors’s Elevance Health ELV Stock Holding History

Diligent Investors’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
-542
Closed -$236K – 352
2025
Q1 		$236K Buy
+542
New +$218K 0.06% 320
2024
Q4 		– Sell
-542
Closed -$282K – 369
2024
Q3 		$282K Hold
542
– – 0.07% 278
2024
Q2 		$294K Hold
542
– – 0.07% 258
2024
Q1 		$281K Hold
542
– – 0.07% 265
2023
Q4 		$256K Sell
542
-70
-11% -$32.4K 0.07% 262
2023
Q3 		$267K Sell
612
-28
-4% -$12.7K 0.08% 239
2023
Q2 		$284K Hold
640
– – 0.08% 218
2023
Q1 		$294K Buy
640
+54
+9% +$25.7K 0.09% 214
2022
Q4 		$301K Sell
586
-59
-9% -$30K 0.1% 202
2022
Q3 		$293K Hold
645
– – 0.1% 190
2022
Q2 		$311K Hold
645
– – 0.11% 186
2022
Q1 		$317K Hold
645
– – 0.09% 197
2021
Q4 		$299K Hold
645
– – 0.08% 203
2021
Q3 		$246K Hold
645
– – 0.08% 200
2021
Q2 		$246K Hold
645
– – 0.08% 201
2021
Q1 		$232K Hold
645
– – 0.08% 203
2020
Q4 		$207K Buy
+645
New +$198K 0.08% 197
2020
Q1 		– Sell
-678
Closed -$205K – 188
2019
Q4 		$205K Buy
+678
New +$187K 0.09% 199
2019
Q3 		– Sell
-712
Closed -$201K – 217
2019
Q2 		$201K Buy
712
+11
+2% +$3K 0.1% 201
2019
Q1 		$201K Buy
+701
New +$203K 0.11% 185
2018
Q4 		– Sell
-731
Closed -$200K – 194
2018
Q3 		$200K Buy
+731
New +$190K 0.11% 183

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

Diligent Investors's ELV Position: Q2 2025 in Review

Diligent Investors sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 542 shares — an estimated $236K sold.

Diligent Investors first reported a position in ELV in Q3 2018 and held it in 21 quarters. The position peaked at $317K in Q1 2022. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Diligent Investors reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Diligent Investors sold 542 Elevance Health shares in Q2 2025, an estimated $236K.
  • Diligent Investors first reported a position in Elevance Health in Q3 2018 and held it in 21 quarters.
  • Diligent Investors's Elevance Health position peaked at $317K in Q1 2022.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Diligent Investors's 13F filing for Q2 2025, filed 22 Jul 2025.