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Financial Gravity Companies’s Elevance Health ELV Stock Holding History

Financial Gravity Companies’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 		$778 Buy
+2
New +$804 ﹤0.01% 819
2024
Q4 		$738 Buy
+2
New +$837 ﹤0.01% 839
2018
Q4 		$49K Buy
+162
New +$44.5K 0.04% 332
2018
Q1 		$103K Buy
451
+201
+80% +$47.2K 0.11% 185
2017
Q4 		$62K Buy
+250
New +$53.2K 0.07% 242

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 Gravity Companies's ELV Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Elevance Health (ELV) in Q2 2025: 2 shares worth $778. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ELV as recently as Q4 2024.

Financial Gravity Companies first reported a position in ELV in Q4 2017 and has held it in 5 quarters since. The position peaked at $103K in Q1 2018. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Financial Gravity Companies held 2 shares of Elevance Health worth $778 as of Q2 2025.
  • Elevance Health was a new Financial Gravity Companies position in Q2 2025.
  • Elevance Health made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #819 holding.
  • Financial Gravity Companies first reported a position in Elevance Health in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's Elevance Health position peaked at $103K in Q1 2018.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.