EIG
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EdgePoint Investment Group’s Elevance Health ELV Stock Holding History

EdgePoint Investment Group’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
-1,294,560
Closed -$563M – 43
2025
Q1 		$563M Sell
1,294,560
-306,957
-19% -$123M 4.56% 11
2024
Q4 		$591M Buy
1,601,517
+288,825
+22% +$121M 4.67% 9
2024
Q3 		$683M Buy
1,312,692
+45,720
+4% +$24.4M 5.38% 5
2024
Q2 		$687M Buy
1,266,972
+13,291
+1% +$7.03M 5.78% 5
2024
Q1 		$650M Buy
1,253,681
+107,563
+9% +$53.5M 5.18% 7
2023
Q4 		$540M Sell
1,146,118
-9,160
-0.8% -$4.24M 4.68% 8
2023
Q3 		$503M Buy
1,155,278
+6,569
+0.6% +$2.98M 4.8% 7
2023
Q2 		$510M Buy
1,148,709
+4,485
+0.4% +$2.07M 4.59% 6
2023
Q1 		$526M Buy
1,144,224
+1,333
+0.1% +$634K 5.28% 5
2022
Q4 		$586M Sell
1,142,891
-60,271
-5% -$30.6M 6.25% 5
2022
Q3 		$547M Sell
1,203,162
-374,784
-24% -$179M 6.12% 5
2022
Q2 		$761M Sell
1,577,946
-171,937
-10% -$85.1M 6.8% 5
2022
Q1 		$860M Buy
1,749,883
+17,882
+1% +$8.17M 6.9% 3
2021
Q4 		$803M Sell
1,732,001
-135,764
-7% -$57.1M 6.13% 5
2021
Q3 		$696M Buy
1,867,765
+541,104
+41% +$206M 5.38% 7
2021
Q2 		$507M Buy
1,326,661
+803,710
+154% +$307M 3.85% 11
2021
Q1 		$188M Buy
+522,951
New +$168M 1.48% 21
2018
Q1 		– Sell
-1,146,321
Closed -$258M – 42
2017
Q4 		$258M Sell
1,146,321
-1,057,388
-48% -$225M 3.68% 14
2017
Q3 		$418M Sell
2,203,709
-17,096
-0.8% -$3.25M 6.26% 3
2017
Q2 		$418M Sell
2,220,805
-11,614
-0.5% -$2.09M 6.62% 2
2017
Q1 		$369M Buy
2,232,419
+80,936
+4% +$12.9M 6.24% 3
2016
Q4 		$309M Buy
2,151,483
+163,146
+8% +$21.8M 5.2% 5
2016
Q3 		$249M Buy
1,988,337
+227,674
+13% +$29.4M 4.07% 11
2016
Q2 		$231M Buy
1,760,663
+249,943
+17% +$34.2M 4.04% 11
2016
Q1 		$210M Buy
1,510,720
+281,146
+23% +$37.6M 3.64% 14
2015
Q4 		$171M Buy
1,229,574
+50,279
+4% +$6.93M 3.32% 14
2015
Q3 		$165M Sell
1,179,295
-30,090
-2% -$4.52M 3.28% 13
2015
Q2 		$199M Buy
1,209,385
+76,838
+7% +$12.3M 3.86% 10
2015
Q1 		$175M Sell
1,132,547
-102,755
-8% -$14.6M 3.86% 10
2014
Q4 		$155M Sell
1,235,302
-210,201
-15% -$26M 3.79% 12
2014
Q3 		$173M Sell
1,445,503
-11,354
-0.8% -$1.3M 4.37% 8
2014
Q2 		$157M Buy
1,456,857
+126,845
+10% +$13.1M 3.63% 10
2014
Q1 		$132M Buy
1,330,012
+154,692
+13% +$14M 3.09% 15
2013
Q4 		$109M Sell
1,175,320
-380,811
-24% -$33.8M 2.82% 16
2013
Q3 		$130M Sell
1,556,131
-105,137
-6% -$9.01M 3.8% 10
2013
Q2 		$136M Buy
+1,661,268
New +$124M 4.52% 9

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

EdgePoint Investment Group's ELV Position: Q2 2025 in Review

EdgePoint Investment Group sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 1,294,560 shares — an estimated $563M sold.

EdgePoint Investment Group first reported a position in ELV in Q2 2013 and held it in 36 quarters. The position peaked at $860M in Q1 2022. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • EdgePoint Investment Group reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • EdgePoint Investment Group sold 1,294,560 Elevance Health shares in Q2 2025, an estimated $563M.
  • EdgePoint Investment Group first reported a position in Elevance Health in Q2 2013 and held it in 36 quarters.
  • EdgePoint Investment Group's Elevance Health position peaked at $860M in Q1 2022.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on EdgePoint Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.