HWM
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Hemington Wealth Management’s Elevance Health ELV Stock Holding History

Hemington Wealth Management’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 		$56K Sell
174
-42
-19% -$13.1K 0.01% 329
2025
Q2 		$84K Sell
216
-14
-6% -$5.63K 0.01% 243
2025
Q1 		$100K Buy
230
+27
+13% +$10.8K 0.02% 205
2024
Q4 		$74K Sell
203
-5
-2% -$2.09K 0.02% 241
2024
Q3 		$84K Buy
+208
New +$111K 0.02% 209

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

Hemington Wealth Management's ELV Position: Q3 2025 in Review

Hemington Wealth Management reduced its Elevance Health (ELV) stake by 19% in Q3 2025, selling an estimated $13.1K and leaving 174 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #329.

Hemington Wealth Management first reported a position in ELV in Q3 2024 and has held it in 5 quarters since. The position peaked at $100K in Q1 2025. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Hemington Wealth Management held 174 shares of Elevance Health worth $56K as of Q3 2025.
  • Hemington Wealth Management sold 42 Elevance Health shares in Q3 2025, an estimated $13.1K.
  • Elevance Health made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #329 holding.
  • Hemington Wealth Management first reported a position in Elevance Health in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Elevance Health position peaked at $100K in Q1 2025.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.