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Fortis Capital Advisors’s Elevance Health ELV Stock Holding History

Fortis Capital Advisors’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
-2,982
Closed -$1.66M – 266
2024
Q4 		$1.66M Buy
2,982
+759
+34% +$318K 0.57% 30
2024
Q3 		$1.16M Sell
2,223
-491
-18% -$262K 0.39% 54
2024
Q2 		$1.47M Buy
+2,714
New +$1.43M 0.53% 31
2023
Q2 		– Sell
-62
Closed -$28.5K – 255
2023
Q1 		$28.5K Buy
62
+5
+9% +$2.38K 0.02% 364
2022
Q4 		$29.2K Buy
+57
New +$28.9K 0.02% 358

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

Fortis Capital Advisors's ELV Position: Q1 2025 in Review

Fortis Capital Advisors sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 2,982 shares — an estimated $1.66M sold.

Fortis Capital Advisors first reported a position in ELV in Q4 2022 and held it in 5 quarters. The position peaked at $1.66M in Q4 2024. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Fortis Capital Advisors reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 2,982 Elevance Health shares in Q1 2025, an estimated $1.66M.
  • Fortis Capital Advisors first reported a position in Elevance Health in Q4 2022 and held it in 5 quarters.
  • Fortis Capital Advisors's Elevance Health position peaked at $1.66M in Q4 2024.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Fortis Capital Advisors's 13F filing for Q1 2025, filed 20 May 2025.