First Affirmative Financial Network’s Elevance Health ELV Stock Holding History

First Affirmative Financial Network’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	-479	Closed	-$208K	–	286
2025 Q1	$208K	Sell	479 -215	-31%	-$86.3K	0.13%	227
2024 Q4	$256K	Sell	694 -118	-15%	-$49.4K	0.15%	190
2024 Q3	$422K	Sell	812 -68	-8%	-$36.3K	0.23%	121
2024 Q2	$477K	Sell	880 -47	-5%	-$24.8K	0.33%	85
2024 Q1	$480K	Buy	927 +28	+3%	+$13.9K	0.35%	81
2023 Q4	$424K	Buy	899 +76	+9%	+$35.1K	0.34%	86
2023 Q3	$358K	Sell	823 -32	-4%	-$14.5K	0.35%	89
2023 Q2	$380K	Sell	855 -157	-16%	-$72.4K	0.38%	84
2023 Q1	$466K	Sell	1,012 -3	-0.3%	-$1.43K	0.54%	47
2022 Q4	$521K	Buy	1,015 +71	+8%	+$36K	0.63%	34
2022 Q3	$429K	Buy	944 +215	+29%	+$103K	0.55%	42
2022 Q2	$352K	Sell	729 -61	-8%	-$30.2K	0.4%	69
2022 Q1	$388K	Sell	790 -17	-2%	-$7.77K	0.37%	76
2021 Q4	$374K	Buy	807 +7	+0.9%	+$2.94K	0.34%	80
2021 Q3	$298K	Buy	+800	New	+$304K	0.31%	91

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

First Affirmative Financial Network's ELV Position: Q2 2025 in Review

First Affirmative Financial Network sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 479 shares — an estimated $208K sold.

First Affirmative Financial Network first reported a position in ELV in Q3 2021 and held it in 15 quarters. The position peaked at $521K in Q4 2022. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

First Affirmative Financial Network reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
First Affirmative Financial Network sold 479 Elevance Health shares in Q2 2025, an estimated $208K.
First Affirmative Financial Network first reported a position in Elevance Health in Q3 2021 and held it in 15 quarters.
First Affirmative Financial Network's Elevance Health position peaked at $521K in Q4 2022.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on First Affirmative Financial Network's 13F filing for Q2 2025, filed 20 Nov 2025.