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Hopwood Financial Services’s Elevance Health ELV Stock Holding History

Hopwood Financial Services’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
-56
Closed -$18.1K – 142
2025
Q3 		$18.1K Sell
56
-23
-29% -$7.15K 0.01% 222
2025
Q2 		$30.7K Sell
79
-23
-23% -$9.25K 0.02% 175
2025
Q1 		$44.4K Sell
102
-37
-27% -$14.9K 0.03% 162
2024
Q4 		$51.3K Buy
+139
New +$58.2K 0.04% 152

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Hopwood Financial Services's ELV Position: Q4 2025 in Review

Hopwood Financial Services sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 56 shares — an estimated $18.1K sold.

Hopwood Financial Services first reported a position in ELV in Q4 2024 and held it in 4 quarters. The position peaked at $51.3K in Q4 2024. 1,555 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Hopwood Financial Services reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 56 Elevance Health shares in Q4 2025, an estimated $18.1K.
  • Hopwood Financial Services first reported a position in Elevance Health in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Elevance Health position peaked at $51.3K in Q4 2024.
  • 1,555 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.