FEG
ELV icon

Financial Enhancement Group’s Elevance Health ELV Stock Holding History

Financial Enhancement Group’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
-991
Closed -$412K – 129
2025
Q1 		$412K Sell
991
-181
-15% -$72.7K 0.06% 102
2024
Q4 		$465K Buy
1,172
+338
+41% +$141K 0.07% 99
2024
Q3 		$372K Buy
834
+152
+22% +$81.2K 0.07% 105
2024
Q2 		$363K Sell
682
-13
-2% -$6.87K 0.06% 99
2024
Q1 		$346K Buy
695
+2
+0.3% +$995 0.06% 104
2023
Q4 		$330K Hold
693
– – 0.06% 102
2023
Q3 		$321K Sell
693
-141
-17% -$64K 0.06% 108
2023
Q2 		$393K Hold
834
– – 0.07% 106
2023
Q1 		$372K Hold
834
– – 0.07% 105
2022
Q4 		$403K Buy
834
+136
+19% +$69.1K 0.08% 106
2022
Q3 		$317K Hold
698
– – 0.07% 89
2022
Q2 		$337K Buy
698
+216
+45% +$107K 0.07% 84
2022
Q1 		$237K Hold
482
– – 0.04% 96
2021
Q4 		$223K Hold
482
– – 0.04% 99
2021
Q3 		$180K Buy
482
+308
+177% +$117K 0.03% 102
2021
Q2 		$66K Hold
174
– – 0.01% 116
2021
Q1 		$62K Sell
174
-50
-22% -$16.1K 0.01% 117
2020
Q4 		$72K Buy
224
+146
+187% +$44.8K 0.02% 125
2020
Q3 		$21K Hold
78
– – ﹤0.01% 149
2020
Q2 		$21K Hold
78
– – 0.01% 157
2020
Q1 		$18K Hold
78
– – 0.01% 171
2019
Q4 		$24K Buy
78
+39
+100% +$10.7K 0.01% 158
2019
Q3 		$9K Buy
+39
New +$10.7K ﹤0.01% 203
2019
Q2 		– Sell
-636
Closed -$183K – 290
2019
Q1 		$183K Hold
636
– – 0.06% 87
2018
Q4 		$174K Hold
636
– – 0.05% 92
2018
Q3 		$174K Hold
636
– – 0.05% 92
2018
Q2 		$151K Hold
636
– – 0.05% 89
2018
Q1 		$140K Buy
+636
New +$149K 0.05% 94

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 Enhancement Group's ELV Position: Q2 2025 in Review

Financial Enhancement Group sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 991 shares — an estimated $412K sold.

Financial Enhancement Group first reported a position in ELV in Q1 2018 and held it in 28 quarters. The position peaked at $465K in Q4 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Financial Enhancement Group reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Financial Enhancement Group sold 991 Elevance Health shares in Q2 2025, an estimated $412K.
  • Financial Enhancement Group first reported a position in Elevance Health in Q1 2018 and held it in 28 quarters.
  • Financial Enhancement Group's Elevance Health position peaked at $465K in Q4 2024.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Financial Enhancement Group's 13F filing for Q2 2025, filed 14 Jul 2025.