Fermata Advisors’s Elevance Health ELV Stock Holding History

Fermata 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 Q1	–	Sell	-778	Closed	-$287K	–	292
2024 Q4	$287K	Buy	+778	New	+$326K	0.05%	208

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

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

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Fermata Advisors's ELV Position: Q1 2025 in Review

Fermata Advisors sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 778 shares — an estimated $287K sold.

Fermata Advisors first reported a position in ELV in Q4 2024 and held it in 1 quarter. The position peaked at $287K in Q4 2024. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

Fermata Advisors reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
Fermata Advisors sold 778 Elevance Health shares in Q1 2025, an estimated $287K.
Fermata Advisors first reported a position in Elevance Health in Q4 2024 and held it in 1 quarter.
Fermata Advisors's Elevance Health position peaked at $287K in Q4 2024.
1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Fermata Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.