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GLOBALT Investments’s Elevance Health ELV Stock Holding History

GLOBALT Investments’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
-5,983
Closed -$2.33M – 213
2025
Q2 		$2.33M Sell
5,983
-323
-5% -$130K 0.09% 114
2025
Q1 		$2.74M Buy
6,306
+24
+0.4% +$9.63K 0.11% 105
2024
Q4 		$2.32M Sell
6,282
-575
-8% -$241K 0.09% 115
2024
Q3 		$3.57M Buy
6,857
+40
+0.6% +$21.4K 0.13% 89
2024
Q2 		$3.69M Buy
+6,817
New +$3.6M 0.15% 85

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

GLOBALT Investments's ELV Position: Q3 2025 in Review

GLOBALT Investments sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 5,983 shares — an estimated $2.33M sold.

GLOBALT Investments first reported a position in ELV in Q2 2024 and held it in 5 quarters. The position peaked at $3.69M in Q2 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • GLOBALT Investments reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • GLOBALT Investments sold 5,983 Elevance Health shares in Q3 2025, an estimated $2.33M.
  • GLOBALT Investments first reported a position in Elevance Health in Q2 2024 and held it in 5 quarters.
  • GLOBALT Investments's Elevance Health position peaked at $3.69M in Q2 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on GLOBALT Investments's 13F filing for Q3 2025, filed 14 Oct 2025.