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Grey Fox Wealth Advisors’s Elevance Health ELV Stock Holding History

Grey Fox Wealth Advisors’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
-8
Closed -$2.69K – 277
2025
Q3 		$2.69K Buy
+8
New +$2.49K ﹤0.01% 525
2023
Q2 		– Sell
-9
Closed -$4.15K – 225
2023
Q1 		$4.15K Buy
9
+1
+13% +$476 ﹤0.01% 361
2022
Q4 		$4.1K Buy
+8
New +$4.06K ﹤0.01% 327

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Grey Fox Wealth Advisors's ELV Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 8 shares — an estimated $2.69K sold.

Grey Fox Wealth Advisors first reported a position in ELV in Q4 2022 and held it in 3 quarters. The position peaked at $4.15K in Q1 2023. 1,553 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 8 Elevance Health shares in Q4 2025, an estimated $2.69K.
  • Grey Fox Wealth Advisors first reported a position in Elevance Health in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Elevance Health position peaked at $4.15K in Q1 2023.
  • 1,553 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.