Fortem Financial Group’s Elevance Health ELV Stock Holding History

Fortem Financial Group’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	-1,641	Closed	-$714K	–	179
2025 Q1	$714K	Sell	1,641 -714	-30%	-$287K	0.28%	98
2024 Q4	$869K	Buy	2,355 +44	+2%	+$18.4K	0.34%	85
2024 Q3	$1.2M	Sell	2,311 -192	-8%	-$103K	0.49%	59
2024 Q2	$1.36M	Buy	2,503 +83	+3%	+$43.9K	0.58%	48
2024 Q1	$1.25M	Buy	2,420 +144	+6%	+$71.6K	0.55%	63
2023 Q4	$1.07M	Buy	2,276 +569	+33%	+$263K	0.53%	62
2023 Q3	$743K	Buy	1,707 +863	+102%	+$391K	0.44%	78
2023 Q2	$375K	Buy	+844	New	+$389K	0.22%	111

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

Fortem Financial Group's ELV Position: Q2 2025 in Review

Fortem Financial Group sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 1,641 shares — an estimated $714K sold.

Fortem Financial Group first reported a position in ELV in Q2 2023 and held it in 8 quarters. The position peaked at $1.36M in Q2 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Fortem Financial Group reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Fortem Financial Group sold 1,641 Elevance Health shares in Q2 2025, an estimated $714K.
Fortem Financial Group first reported a position in Elevance Health in Q2 2023 and held it in 8 quarters.
Fortem Financial Group's Elevance Health position peaked at $1.36M in Q2 2024.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Fortem Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.