Forum Private Client Group’s Elevance Health ELV Stock Holding History

Forum Private Client 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	-484	Closed	-$210K	–	81
2025 Q1	$210K	Buy	+484	New	+$194K	0.09%	74
2024 Q4	–	Sell	-432	Closed	-$225K	–	77
2024 Q3	$225K	Sell	432 -2	-0.5%	-$1.07K	0.1%	72
2024 Q2	$235K	Hold	434	–	–	0.11%	67
2024 Q1	$225K	Hold	434	–	–	0.11%	65
2023 Q4	$205K	Buy	+434	New	+$201K	0.11%	69
2023 Q3	–	Sell	-462	Closed	-$205K	–	22
2023 Q2	$205K	Sell	462 -1	-0.2%	-$461	0.12%	69
2023 Q1	$213K	Sell	463 -2	-0.4%	-$952	0.13%	68
2022 Q4	$239K	Sell	465 -20	-4%	-$10.2K	0.16%	61
2022 Q3	$220K	Sell	485 -59	-11%	-$28.2K	0.16%	62
2022 Q2	$263K	Hold	544	–	–	0.19%	56
2022 Q1	$267K	Buy	+544	New	+$249K	0.21%	55

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

Forum Private Client Group's ELV Position: Q2 2025 in Review

Forum Private Client Group sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 484 shares — an estimated $210K sold.

Forum Private Client Group first reported a position in ELV in Q1 2022 and held it in 11 quarters. The position peaked at $267K in Q1 2022. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Forum Private Client Group reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Forum Private Client Group sold 484 Elevance Health shares in Q2 2025, an estimated $210K.
Forum Private Client Group first reported a position in Elevance Health in Q1 2022 and held it in 11 quarters.
Forum Private Client Group's Elevance Health position peaked at $267K in Q1 2022.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Forum Private Client Group's 13F filing for Q2 2025, filed 12 Aug 2025.