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Gleason Group’s Elevance Health ELV Stock Holding History

Gleason 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
Q3 		– Sell
-31
Closed -$12.2K – 193
2025
Q2 		$12.2K Hold
31
– – ﹤0.01% 166
2025
Q1 		$13.6K Hold
31
– – ﹤0.01% 157
2024
Q4 		$11.5K Hold
31
– – ﹤0.01% 164
2024
Q3 		$16.1K Sell
31
-7
-18% -$3.74K ﹤0.01% 149
2024
Q2 		$20.5K Buy
38
+7
+23% +$3.7K ﹤0.01% 161
2024
Q1 		$16K Hold
31
– – ﹤0.01% 153
2023
Q4 		$14.5K Hold
31
– – ﹤0.01% 163
2023
Q3 		$13.3K Buy
31
+1
+3% +$454 ﹤0.01% 173
2023
Q2 		$13.5K Sell
30
-12
-29% -$5.54K ﹤0.01% 171
2023
Q1 		$19.5K Sell
42
-2
-5% -$952 0.01% 149
2022
Q4 		$22.7K Hold
44
– – 0.01% 140
2022
Q3 		$20K Buy
+44
New +$21.1K 0.01% 146

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

Gleason Group's ELV Position: Q3 2025 in Review

Gleason Group sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 31 shares — an estimated $12.2K sold.

Gleason Group first reported a position in ELV in Q3 2022 and held it in 12 quarters. The position peaked at $22.7K in Q4 2022. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Gleason Group reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Gleason Group sold 31 Elevance Health shares in Q3 2025, an estimated $12.2K.
  • Gleason Group first reported a position in Elevance Health in Q3 2022 and held it in 12 quarters.
  • Gleason Group's Elevance Health position peaked at $22.7K in Q4 2022.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Gleason Group's 13F filing for Q3 2025, filed 16 Oct 2025.