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FullCircle Wealth’s Elevance Health ELV Stock Holding History

FullCircle Wealth’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
Q3 		$702K Buy
2,217
+3
+0.1% +$933 0.25% 124
2025
Q2 		$609K Buy
2,214
+530
+31% +$213K 0.23% 128
2025
Q1 		$697K Buy
1,684
+1
+0.1% +$401 0.29% 114
2024
Q4 		$659K Sell
1,683
-60
-3% -$25.1K 0.27% 111
2024
Q3 		$727K Buy
1,743
+26
+2% +$13.9K 0.33% 99
2024
Q2 		$879K Buy
+1,717
New +$908K 0.43% 79

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

FullCircle Wealth's ELV Position: Q3 2025 in Review

FullCircle Wealth increased its Elevance Health (ELV) stake by 0.14% in Q3 2025, buying an estimated $933 and bringing the position to 2,217 shares worth $702K. The position accounts for 0.25% of the portfolio, ranked #124.

FullCircle Wealth first reported a position in ELV in Q2 2024 and has held it in 6 quarters since. The position peaked at $879K in Q2 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • FullCircle Wealth held 2,217 shares of Elevance Health worth $702K as of Q3 2025.
  • FullCircle Wealth bought 3 Elevance Health shares in Q3 2025, an estimated $933.
  • Elevance Health made up 0.25% of FullCircle Wealth's portfolio in Q3 2025, its #124 holding.
  • FullCircle Wealth first reported a position in Elevance Health in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's Elevance Health position peaked at $879K in Q2 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.