Global Financial Private Client’s Elevance Health ELV Stock Holding History

Global Financial Private Client’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	-63	Closed	-$27.4K	–	631
2025 Q1	$27.4K	Buy	63 +6	+11%	+$2.41K	0.01%	402
2024 Q4	$21K	Sell	57 -4	-7%	-$1.67K	0.01%	426
2024 Q3	$31.7K	Buy	61 +15	+33%	+$8.01K	0.01%	368
2024 Q2	$24.9K	Hold	46	–	–	0.01%	366
2024 Q1	$23.7K	Hold	46	–	–	0.01%	379
2023 Q4	$21.7K	Hold	46	–	–	0.01%	386
2023 Q3	$20.2K	Hold	46	–	–	0.01%	373
2023 Q2	$20.4K	Hold	46	–	–	0.01%	373
2023 Q1	$21.9K	Hold	46	–	–	0.01%	363
2022 Q4	$23.6K	Buy	46 +5	+12%	+$2.54K	0.01%	347
2022 Q3	$19.3K	Hold	41	–	–	0.01%	357
2022 Q2	$19.9K	Hold	41	–	–	0.01%	346
2022 Q1	$20.5K	Hold	41	–	–	0.01%	348
2021 Q4	$19K	Hold	41	–	–	0.01%	339
2021 Q3	$15.4K	Hold	41	–	–	0.01%	316
2021 Q2	$15.7K	Hold	41	–	–	0.01%	319
2021 Q1	$14.5K	Hold	41	–	–	0.01%	292
2020 Q4	$13.2K	Buy	41 +5	+14%	+$1.53K	0.01%	294
2020 Q3	$9.73K	Hold	36	–	–	0.01%	308
2020 Q2	$9.67K	Hold	36	–	–	0.01%	339
2020 Q1	$7.71K	Hold	36	–	–	0.01%	369
2019 Q4	$10.9K	Buy	+36	New	+$9.91K	0.01%	374

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

Global Financial Private Client's ELV Position: Q2 2025 in Review

Global Financial Private Client sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 63 shares — an estimated $27.4K sold.

Global Financial Private Client first reported a position in ELV in Q4 2019 and held it in 22 quarters. The position peaked at $31.7K in Q3 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Global Financial Private Client reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 63 Elevance Health shares in Q2 2025, an estimated $27.4K.
Global Financial Private Client first reported a position in Elevance Health in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Elevance Health position peaked at $31.7K in Q3 2024.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.