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ELV icon

Forte Capital’s Elevance Health ELV Stock Holding History

Forte 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
Q2 		$290K Buy
745
+60
+9% +$24.1K 0.03% 216
2025
Q1 		$298K Buy
685
+74
+12% +$29.7K 0.04% 206
2024
Q4 		$225K Sell
611
-52
-8% -$21.8K 0.03% 225
2024
Q3 		$345K Buy
663
+209
+46% +$112K 0.04% 195
2024
Q2 		$246K Buy
+454
New +$240K 0.03% 216

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Forte Capital's ELV Position: Q2 2025 in Review

Forte Capital increased its Elevance Health (ELV) stake by 8.8% in Q2 2025, buying an estimated $24.1K and bringing the position to 745 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #216.

Forte Capital first reported a position in ELV in Q2 2024 and has held it in 5 quarters since. The position peaked at $345K in Q3 2024. 1,593 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Forte Capital held 745 shares of Elevance Health worth $290K as of Q2 2025.
  • Forte Capital bought 60 Elevance Health shares in Q2 2025, an estimated $24.1K.
  • Elevance Health made up 0.03% of Forte Capital's portfolio in Q2 2025, its #216 holding.
  • Forte Capital first reported a position in Elevance Health in Q2 2024 and has held it in 5 quarters since.
  • Forte Capital's Elevance Health position peaked at $345K in Q3 2024.
  • 1,593 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.