EH
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Equitable Holdings’s Elevance Health ELV Stock Holding History

Equitable Holdings’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
-618
Closed -$240K – 1550
2025
Q2 		$240K Buy
+618
New +$249K ﹤0.01% 1295
2024
Q4 		– Sell
-484
Closed -$252K – 1292
2024
Q3 		$252K Buy
484
+45
+10% +$24K ﹤0.01% 1101
2024
Q2 		$238K Buy
+439
New +$232K ﹤0.01% 1077

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

Equitable Holdings's ELV Position: Q3 2025 in Review

Equitable Holdings sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 618 shares — an estimated $240K sold.

Equitable Holdings first reported a position in ELV in Q2 2024 and held it in 3 quarters. The position peaked at $252K in Q3 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Equitable Holdings reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Equitable Holdings sold 618 Elevance Health shares in Q3 2025, an estimated $240K.
  • Equitable Holdings first reported a position in Elevance Health in Q2 2024 and held it in 3 quarters.
  • Equitable Holdings's Elevance Health position peaked at $252K in Q3 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Equitable Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.