FCI
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Financial Counselors Inc’s Elevance Health ELV Stock Holding History

Financial Counselors Inc’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
-1,423
Closed -$619K – 178
2025
Q1 		$619K Sell
1,423
-470
-25% -$189K 0.01% 387
2024
Q4 		$698K Sell
1,893
-60
-3% -$25.1K 0.01% 373
2024
Q3 		$1.02M Buy
1,953
+51
+3% +$27.2K 0.02% 339
2024
Q2 		$1.03M Sell
1,902
-209
-10% -$110K 0.02% 322
2024
Q1 		$1.09M Buy
2,111
+64
+3% +$31.8K 0.02% 321
2023
Q4 		$965K Sell
2,047
-237
-10% -$110K 0.02% 331
2023
Q3 		$994K Buy
2,284
+22
+1% +$9.98K 0.02% 324
2023
Q2 		$1M Sell
2,262
-17
-0.7% -$7.84K 0.02% 298
2023
Q1 		$1.05M Sell
2,279
-33
-1% -$15.7K 0.02% 299
2022
Q4 		$1.19M Sell
2,312
-158
-6% -$80.2K 0.03% 291
2022
Q3 		$1.12M Sell
2,470
-120
-5% -$57.4K 0.03% 283
2022
Q2 		$1.25M Buy
2,590
+714
+38% +$353K 0.03% 275
2022
Q1 		$922K Sell
1,876
-4
-0.2% -$1.83K 0.02% 313
2021
Q4 		$871K Buy
1,880
+24
+1% +$10.1K 0.02% 316
2021
Q3 		$692K Buy
1,856
+258
+16% +$98K 0.01% 338
2021
Q2 		$610K Buy
1,598
+107
+7% +$40.9K 0.01% 351
2021
Q1 		$535K Sell
1,491
-299
-17% -$96.2K 0.01% 361
2020
Q4 		$575K Buy
1,790
+20
+1% +$6.14K 0.01% 352
2020
Q3 		$475K Sell
1,770
-557
-24% -$150K 0.01% 345
2020
Q2 		$612K Buy
2,327
+52
+2% +$13.9K 0.02% 345
2020
Q1 		$517K Sell
2,275
-157
-6% -$42.8K 0.02% 309
2019
Q4 		$735K Buy
2,432
+117
+5% +$32.2K 0.03% 311
2019
Q3 		$556K Buy
+2,315
New +$634K 0.02% 330
2015
Q2 		– Sell
-1,734
Closed -$268K – 456
2015
Q1 		$268K Buy
+1,734
New +$247K 0.02% 388

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

Financial Counselors Inc's ELV Position: Q2 2025 in Review

Financial Counselors Inc sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 1,423 shares — an estimated $619K sold.

Financial Counselors Inc first reported a position in ELV in Q1 2015 and held it in 24 quarters. The position peaked at $1.25M in Q2 2022. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Financial Counselors Inc reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 1,423 Elevance Health shares in Q2 2025, an estimated $619K.
  • Financial Counselors Inc first reported a position in Elevance Health in Q1 2015 and held it in 24 quarters.
  • Financial Counselors Inc's Elevance Health position peaked at $1.25M in Q2 2022.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.