HRT Financial’s Elevance Health ELV Stock Holding History

HRT Financial’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	-5,200	Closed	-$1.68M	–	3368
2025 Q3	$1.68M	Buy	5,200 +3,500	+206%	+$1.09M	0.01%	1241
2025 Q2	$661K	Buy	+1,700	New	+$684K	﹤0.01%	1480

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

HRT Financial's ELV Position: Q4 2025 in Review

HRT Financial sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 5,406 shares — an estimated $1.75M sold.

HRT Financial first reported a position in ELV in Q2 2015 and held it in 15 quarters. The position peaked at $25.6M in Q2 2023. 1,554 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

HRT Financial reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
HRT Financial sold 5,406 Elevance Health shares in Q4 2025, an estimated $1.75M.
HRT Financial first reported a position in Elevance Health in Q2 2015 and held it in 15 quarters.
HRT Financial's Elevance Health position peaked at $25.6M in Q2 2023.
1,554 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.