EQ Wealth Advisors’s Elevance Health ELV Stock Holding History

EQ Wealth Advisors’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	-8	Closed	-$3.48K	–	264
2025 Q1	$3.48K	Buy	+8	New	+$3.21K	﹤0.01%	177

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

EQ Wealth Advisors's ELV Position: Q2 2025 in Review

EQ Wealth Advisors sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 8 shares — an estimated $3.48K sold.

EQ Wealth Advisors first reported a position in ELV in Q1 2025 and held it in 1 quarter. The position peaked at $3.48K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

EQ Wealth Advisors reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
EQ Wealth Advisors sold 8 Elevance Health shares in Q2 2025, an estimated $3.48K.
EQ Wealth Advisors first reported a position in Elevance Health in Q1 2025 and held it in 1 quarter.
EQ Wealth Advisors's Elevance Health position peaked at $3.48K in Q1 2025.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on EQ Wealth Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.