Harvest Fund Management’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-4
Closed -$2K 656
2025
Q2
$2K Sell
4
-1,326
-100% -$533K ﹤0.01% 581
2025
Q1
$579K Buy
+1,330
New +$534K 0.03% 257
2024
Q4
Sell
-6
Closed -$3K 763
2024
Q3
$3K Sell
6
-264
-98% -$141K ﹤0.01% 563
2024
Q2
$146K Sell
270
-101
-27% -$53.4K 0.01% 372
2024
Q1
$192K Buy
371
+162
+78% +$80.6K 0.02% 333
2023
Q4
$99K Sell
209
-217
-51% -$100K 0.02% 331
2023
Q3
$185K Buy
+426
New +$193K 0.03% 230
2023
Q1
Sell
-551
Closed -$283K 764
2022
Q4
$283K Sell
551
-41
-7% -$20.8K 0.07% 165
2022
Q3
$269K Buy
592
+419
+242% +$200K 0.08% 145
2022
Q2
$83K Hold
173
0.02% 338
2022
Q1
$84K Hold
173
0.02% 364
2021
Q4
$80K Hold
173
0.01% 369
2021
Q3
$64K Sell
173
-264
-60% -$100K 0.01% 353
2021
Q2
$167K Buy
437
+87
+25% +$33.2K 0.02% 180
2021
Q1
$125K Buy
350
+47
+16% +$15.1K 0.01% 215
2020
Q4
$97K Buy
303
+215
+244% +$66K 0.01% 259
2020
Q3
$25K Sell
88
-18
-17% -$4.84K ﹤0.01% 468
2020
Q2
$28K Sell
106
-100
-49% -$26.7K ﹤0.01% 390
2020
Q1
$46K Sell
206
-177
-46% -$48.2K 0.01% 308
2019
Q4
$115K Buy
+383
New +$105K 0.01% 169
2019
Q3
Sell
-294
Closed -$83K 395
2019
Q2
$83K Hold
294
0.01% 234
2019
Q1
$84K Hold
294
0.01% 223
2018
Q4
$77K Buy
294
+50
+20% +$13.7K 0.02% 218
2018
Q3
$67K Hold
244
0.01% 327
2018
Q2
$58K Hold
244
0.01% 172
2018
Q1
$53K Hold
244
0.01% 162
2017
Q4
$55K Buy
+244
New +$52K 0.01% 166

Other funds holding ELV

Harvest Fund Management's ELV Position: Q3 2025 in Review

Harvest Fund Management sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 4 shares — an estimated $2K sold.

Harvest Fund Management first reported a position in ELV in Q4 2017 and held it in 27 quarters. The position peaked at $579K in Q1 2025. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Harvest Fund Management reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Harvest Fund Management sold 4 Elevance Health shares in Q3 2025, an estimated $2K.
  • Harvest Fund Management first reported a position in Elevance Health in Q4 2017 and held it in 27 quarters.
  • Harvest Fund Management's Elevance Health position peaked at $579K in Q1 2025.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Harvest Fund Management's 13F filing for Q3 2025, filed 14 Nov 2025.