Grimes & Company’s Elevance Health ELV Stock Holding History

Grimes & Company’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	-462	Closed	-$201K	–	418
2025 Q1	$201K	Buy	+462	New	+$185K	0.01%	355
2024 Q4	–	Sell	-433	Closed	-$225K	–	383
2024 Q3	$225K	Buy	433 +11	+3%	+$5.88K	0.01%	332
2024 Q2	$229K	Buy	422 +6	+1%	+$3.17K	0.01%	313
2024 Q1	$216K	Buy	+416	New	+$207K	0.01%	307
2023 Q1	–	Sell	-428	Closed	-$220K	–	307
2022 Q4	$220K	Sell	428 -63	-13%	-$32K	0.01%	262
2022 Q3	$223K	Buy	491 +16	+3%	+$7.66K	0.01%	248
2022 Q2	$229K	Sell	475 -5	-1%	-$2.47K	0.01%	249
2022 Q1	$236K	Hold	480	–	–	0.01%	267
2021 Q4	$222K	Buy	+480	New	+$202K	0.01%	278

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

Grimes & Company's ELV Position: Q2 2025 in Review

Grimes & Company sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 462 shares — an estimated $201K sold.

Grimes & Company first reported a position in ELV in Q4 2021 and held it in 9 quarters. The position peaked at $236K in Q1 2022. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Grimes & Company reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Grimes & Company sold 462 Elevance Health shares in Q2 2025, an estimated $201K.
Grimes & Company first reported a position in Elevance Health in Q4 2021 and held it in 9 quarters.
Grimes & Company's Elevance Health position peaked at $236K in Q1 2022.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Grimes & Company's 13F filing for Q2 2025, filed 22 Jul 2025.