Guardian Wealth Advisors (North Carolina)’s Elevance Health ELV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-787	Closed	-$342K	–	553
2025 Q1	$342K	Buy	787 +64	+9%	+$25.7K	0.03%	230
2024 Q4	$267K	Buy	723 +52	+8%	+$21.8K	0.02%	264
2024 Q3	$349K	Sell	671 -20	-3%	-$10.7K	0.04%	199
2024 Q2	$374K	Sell	691 -9	-1%	-$4.76K	0.04%	181
2024 Q1	$363K	Buy	700 +60	+9%	+$29.8K	0.04%	191
2023 Q4	$302K	Buy	640 +31	+5%	+$14.3K	0.05%	193
2023 Q3	$265K	Sell	609 -18	-3%	-$8.16K	0.05%	195
2023 Q2	$279K	Buy	627 +155	+33%	+$71.5K	0.05%	177
2023 Q1	$217K	Buy	+472	New	+$225K	0.04%	205

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

Guardian Wealth Advisors (North Carolina)'s ELV Position: Q2 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 787 shares — an estimated $342K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ELV in Q1 2023 and held it in 9 quarters. The position peaked at $374K in Q2 2024. 1,590 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 787 Elevance Health shares in Q2 2025, an estimated $342K.
Guardian Wealth Advisors (North Carolina) first reported a position in Elevance Health in Q1 2023 and held it in 9 quarters.
Guardian Wealth Advisors (North Carolina)'s Elevance Health position peaked at $374K in Q2 2024.
1,590 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 14 Aug 2025.