FourThought Financial Partners’s Elevance Health ELV Stock Holding History

FourThought Financial Partners’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 Q4	–	Sell	-1,071	Closed	-$346K	–	542
2025 Q3	$346K	Buy	+1,071	New	+$333K	0.03%	266
2024 Q2	–	Sell	-664	Closed	-$344K	–	228
2024 Q1	$344K	Buy	664 +99	+18%	+$49.2K	0.04%	236
2023 Q4	$266K	Buy	565 +3	+0.5%	+$1.39K	0.03%	264
2023 Q3	$245K	Sell	562 -18	-3%	-$8.16K	0.03%	269
2023 Q2	$258K	Sell	580 -53	-8%	-$24.4K	0.03%	276
2023 Q1	$291K	Buy	633 +37	+6%	+$17.6K	0.04%	256
2022 Q4	$306K	Buy	+596	New	+$303K	0.04%	244

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

FourThought Financial Partners's ELV Position: Q4 2025 in Review

FourThought Financial Partners sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 1,071 shares — an estimated $346K sold.

FourThought Financial Partners first reported a position in ELV in Q4 2022 and held it in 7 quarters. The position peaked at $346K in Q3 2025. 1,555 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

FourThought Financial Partners reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
FourThought Financial Partners sold 1,071 Elevance Health shares in Q4 2025, an estimated $346K.
FourThought Financial Partners first reported a position in Elevance Health in Q4 2022 and held it in 7 quarters.
FourThought Financial Partners's Elevance Health position peaked at $346K in Q3 2025.
1,555 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on FourThought Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.