HA
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Herold Advisors’s Elevance Health ELV Stock Holding History

Herold 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
-719
Closed -$232K – 251
2025
Q3 		$232K Sell
719
-21
-3% -$6.53K 0.05% 223
2025
Q2 		$288K Hold
740
– – 0.06% 245
2025
Q1 		$322K Sell
740
-703
-49% -$282K 0.07% 212
2024
Q4 		$532K Sell
1,443
-973
-40% -$407K 0.12% 180
2024
Q3 		$1.26M Sell
2,416
-34
-1% -$18.2K 0.27% 107
2024
Q2 		$1.33M Buy
2,450
+163
+7% +$86.2K 0.31% 88
2024
Q1 		$1.19M Buy
2,287
+5
+0.2% +$2.49K 0.29% 102
2023
Q4 		$1.08M Sell
2,282
-67
-3% -$31K 0.3% 97
2023
Q3 		$1.02M Buy
2,349
+258
+12% +$117K 0.31% 94
2023
Q2 		$929K Buy
2,091
+257
+14% +$119K 0.28% 107
2023
Q1 		$843K Buy
1,834
+720
+65% +$343K 0.29% 101
2022
Q4 		$572K Buy
1,114
+130
+13% +$66K 0.24% 103
2022
Q3 		$447K Buy
984
+244
+33% +$117K 0.21% 114
2022
Q2 		$357K Buy
740
+185
+33% +$91.5K 0.16% 141
2022
Q1 		$273K Buy
+555
New +$254K 0.1% 174

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

Herold Advisors's ELV Position: Q4 2025 in Review

Herold Advisors sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 719 shares — an estimated $232K sold.

Herold Advisors first reported a position in ELV in Q1 2022 and held it in 15 quarters. The position peaked at $1.33M in Q2 2024. 1,553 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Herold Advisors reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • Herold Advisors sold 719 Elevance Health shares in Q4 2025, an estimated $232K.
  • Herold Advisors first reported a position in Elevance Health in Q1 2022 and held it in 15 quarters.
  • Herold Advisors's Elevance Health position peaked at $1.33M in Q2 2024.
  • 1,553 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Herold Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.