FAS Wealth Partners’s Elevance Health ELV Stock Holding History

FAS Wealth Partners’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	-555	Closed	-$216K	–	470
2025 Q2	$216K	Buy	+555	New	+$223K	0.02%	301

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

FAS Wealth Partners's ELV Position: Q3 2025 in Review

FAS Wealth Partners sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 555 shares — an estimated $216K sold.

FAS Wealth Partners first reported a position in ELV in Q2 2025 and held it in 1 quarter. The position peaked at $216K in Q2 2025. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

FAS Wealth Partners reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
FAS Wealth Partners sold 555 Elevance Health shares in Q3 2025, an estimated $216K.
FAS Wealth Partners first reported a position in Elevance Health in Q2 2025 and held it in 1 quarter.
FAS Wealth Partners's Elevance Health position peaked at $216K in Q2 2025.
1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on FAS Wealth Partners's 13F filing for Q3 2025, filed 29 Oct 2025.