HS
ELV icon

Horan Securities’s Elevance Health ELV Stock Holding History

Horan Securities’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 		$350K Hold
901
– – 0.12% 103
2025
Q1 		$392K Hold
901
– – 0.15% 86
2024
Q4 		$332K Hold
901
– – 0.13% 88
2024
Q3 		$469K Hold
901
– – 0.18% 66
2024
Q2 		$488K Hold
901
– – 0.21% 51
2024
Q1 		$467K Hold
901
– – 0.22% 47
2023
Q4 		$425K Hold
901
– – 0.21% 49
2023
Q3 		$392K Hold
901
– – 0.21% 54
2023
Q2 		$400K Hold
901
– – 0.17% 65
2023
Q1 		$414K Hold
901
– – 0.21% 49
2022
Q4 		$462K Hold
901
– – 0.26% 37
2022
Q3 		$409K Hold
901
– – 0.25% 39
2022
Q2 		$434K Hold
901
– – 0.26% 38
2022
Q1 		$443K Hold
901
– – 0.26% 31
2021
Q4 		$418K Buy
+901
New +$379K 0.25% 33
2021
Q2 		$344K Hold
901
– – 0.24% 32
2021
Q1 		$323K Hold
901
– – 0.27% 26
2020
Q4 		$289K Buy
901
+120
+15% +$36.8K 0.24% 36
2020
Q3 		$210K Hold
781
– – 0.21% 40
2020
Q2 		$205K Hold
781
– – 0.23% 29
2020
Q1 		$177K Hold
781
– – 0.24% 34
2019
Q4 		$236K Buy
+781
New +$215K 0.26% 31

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Wellington Management Group
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Sanders Capital
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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