FFA
ELV icon

Founders Financial Alliance’s Elevance Health ELV Stock Holding History

Founders Financial Alliance’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
-663
Closed -$289K – 559
2025
Q1 		$289K Buy
+663
New +$266K 0.07% 264
2024
Q4 		– Sell
-511
Closed -$266K – 583
2024
Q3 		$266K Hold
511
– – 0.07% 238
2024
Q2 		$277K Sell
511
-9
-2% -$4.76K 0.08% 221
2024
Q1 		$270K Sell
520
-63
-11% -$31.3K 0.08% 219
2023
Q4 		$275K Buy
583
+54
+10% +$25K 0.11% 193
2023
Q3 		$230K Sell
529
-14
-3% -$6.35K 0.1% 199
2023
Q2 		$241K Buy
+543
New +$250K 0.09% 224
2023
Q1 		– Sell
-556
Closed -$285K – 465
2022
Q4 		$285K Hold
556
– – 0.13% 168
2022
Q3 		$252K Sell
556
-63
-10% -$30.1K 0.13% 176
2022
Q2 		$299K Sell
619
-360
-37% -$178K 0.15% 153
2022
Q1 		$481K Sell
979
-1
-0.1% -$457 0.21% 108
2021
Q4 		$454K Sell
980
-9
-0.9% -$3.79K 0.18% 122
2021
Q3 		$369K Buy
989
+157
+19% +$59.7K 0.17% 136
2021
Q2 		$319K Buy
832
+37
+5% +$14.1K 0.15% 161
2021
Q1 		$317K Buy
795
+148
+23% +$47.6K 0.16% 149
2020
Q4 		$208K Buy
647
+595
+1,144% +$183K 0.12% 187
2020
Q3 		$14K Buy
+52
New +$14K 0.01% 668

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Founders Financial Alliance's ELV Position: Q2 2025 in Review

Founders Financial Alliance sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 663 shares — an estimated $289K sold.

Founders Financial Alliance first reported a position in ELV in Q3 2020 and held it in 17 quarters. The position peaked at $481K in Q1 2022. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Founders Financial Alliance reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 663 Elevance Health shares in Q2 2025, an estimated $289K.
  • Founders Financial Alliance first reported a position in Elevance Health in Q3 2020 and held it in 17 quarters.
  • Founders Financial Alliance's Elevance Health position peaked at $481K in Q1 2022.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

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