FAM
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Formidable Asset Management’s Elevance Health ELV Stock Holding History

Formidable Asset Management’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
Q4 		– Sell
-522
Closed -$203K – 405
2025
Q3 		$203K Buy
522
+12
+2% +$3.73K 0.03% 375
2025
Q2 		$222K Hold
510
– – 0.04% 357
2025
Q1 		$222K Buy
+510
New +$205K 0.04% 358
2024
Q4 		– Sell
-508
Closed -$264K – 381
2024
Q3 		$264K Sell
508
-13
-2% -$6.95K 0.04% 316
2024
Q2 		$282K Buy
521
+32
+7% +$16.9K 0.05% 310
2024
Q1 		$253K Buy
489
+2
+0.4% +$995 0.04% 304
2023
Q4 		$230K Hold
487
– – 0.05% 243
2023
Q3 		$212K Hold
487
– – 0.05% 256
2023
Q2 		$216K Buy
487
+1
+0.2% +$461 0.05% 251
2023
Q1 		$229K Buy
486
+1
+0.2% +$476 0.05% 257
2022
Q4 		$249K Hold
485
– – 0.06% 249
2022
Q3 		$256K Buy
485
+1
+0.2% +$478 0.06% 239
2022
Q2 		$230K Buy
484
+7
+1% +$3.46K 0.05% 256
2022
Q1 		$234K Buy
477
+1
+0.2% +$457 0.04% 286
2021
Q4 		$219K Buy
+476
New +$200K 0.04% 282
2016
Q2 		– Sell
-240
Closed -$35K – 238
2016
Q1 		$35K Buy
240
+1
+0.4% +$134 0.02% 238
2015
Q4 		$32K Hold
239
– – 0.02% 264
2015
Q3 		$33K Buy
239
+1
+0.4% +$150 0.02% 270
2015
Q2 		$39K Buy
238
+1
+0.4% +$160 0.02% 235
2015
Q1 		$38K Buy
237
+1
+0.4% +$142 0.03% 231
2014
Q4 		$30K Hold
236
– – 0.02% 237
2014
Q3 		$30K Buy
236
+1
+0.4% +$115 0.02% 232
2014
Q2 		$25K Buy
235
+1
+0.4% +$103 0.02% 258
2014
Q1 		$22K Buy
234
+1
+0.4% +$90 0.02% 246
2013
Q4 		$20K Hold
233
– – 0.01% 270
2013
Q3 		$20K Buy
+233
New +$20K 0.02% 237

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Formidable Asset Management's ELV Position: Q4 2025 in Review

Formidable Asset Management sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 522 shares — an estimated $203K sold.

Formidable Asset Management first reported a position in ELV in Q3 2013 and held it in 26 quarters. The position peaked at $282K in Q2 2024. 1,554 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Formidable Asset Management reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • Formidable Asset Management sold 522 Elevance Health shares in Q4 2025, an estimated $203K.
  • Formidable Asset Management first reported a position in Elevance Health in Q3 2013 and held it in 26 quarters.
  • Formidable Asset Management's Elevance Health position peaked at $282K in Q2 2024.
  • 1,554 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Formidable Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.