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FORA Capital’s Elevance Health ELV Stock Holding History

FORA Capital’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
-15,064
Closed -$5.56M – 540
2024
Q4 		$5.56M Buy
15,064
+14,430
+2,276% +$6.04M 0.64% 47
2024
Q3 		$330K Sell
634
-3,114
-83% -$1.66M 0.04% 348
2024
Q2 		$2.03M Sell
3,748
-18,938
-83% -$10M 0.25% 130
2024
Q1 		$11.8M Buy
22,686
+6,229
+38% +$3.1M 0.97% 23
2023
Q4 		$7.76M Sell
16,457
-3,604
-18% -$1.67M 0.67% 41
2023
Q3 		$8.73M Buy
20,061
+11,283
+129% +$5.12M 0.77% 30
2023
Q2 		$3.9M Buy
8,778
+3,004
+52% +$1.39M 0.55% 52
2023
Q1 		$2.65M Sell
5,774
-4,609
-44% -$2.19M 0.27% 114
2022
Q4 		$5.33M Buy
10,383
+7,730
+291% +$3.92M 0.86% 21
2022
Q3 		$1.21M Buy
+2,653
New +$1.27M 0.23% 135
2022
Q2 		– Sell
-3,224
Closed -$1.62M – 497
2022
Q1 		$1.62M Buy
3,224
+1,923
+148% +$879K 0.29% 105
2021
Q4 		$603K Buy
+1,301
New +$547K 0.23% 127
2021
Q1 		– Sell
-3,909
Closed -$1.25M – 865
2020
Q4 		$1.25M Buy
+3,909
New +$1.2M 0.19% 122
2020
Q3 		– Sell
-368
Closed -$97K – 735
2020
Q2 		$97K Buy
+368
New +$98.2K 0.03% 501

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

FORA Capital's ELV Position: Q1 2025 in Review

FORA Capital sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 15,064 shares — an estimated $5.56M sold.

FORA Capital first reported a position in ELV in Q2 2020 and held it in 14 quarters. The position peaked at $11.8M in Q1 2024. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • FORA Capital reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • FORA Capital sold 15,064 Elevance Health shares in Q1 2025, an estimated $5.56M.
  • FORA Capital first reported a position in Elevance Health in Q2 2020 and held it in 14 quarters.
  • FORA Capital's Elevance Health position peaked at $11.8M in Q1 2024.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on FORA Capital's 13F filing for Q1 2025, filed 14 May 2025.