HFA
ELV icon

Hutchinson Financial Advisors’s Elevance Health ELV Stock Holding History

Hutchinson Financial 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
Q3 		$1.25M Buy
3,854
+108
+3% +$33.6K 1.22% 35
2025
Q2 		$1.46M Buy
+3,746
New +$1.51M 1.63% 28

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 $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 $59.9B AUM 27.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Hutchinson Financial Advisors's ELV Position: Q3 2025 in Review

Hutchinson Financial Advisors increased its Elevance Health (ELV) stake by 2.9% in Q3 2025, buying an estimated $33.6K and bringing the position to 3,854 shares worth $1.25M. The position accounts for 1.22% of the portfolio, ranked #35.

Hutchinson Financial Advisors first reported a position in ELV in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.46M in Q2 2025. 1,511 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Hutchinson Financial Advisors held 3,854 shares of Elevance Health worth $1.25M as of Q3 2025.
  • Hutchinson Financial Advisors bought 108 Elevance Health shares in Q3 2025, an estimated $33.6K.
  • Elevance Health made up 1.22% of Hutchinson Financial Advisors's portfolio in Q3 2025, its #35 holding.
  • Hutchinson Financial Advisors first reported a position in Elevance Health in Q2 2025 and has held it in 2 quarters since.
  • Hutchinson Financial Advisors's Elevance Health position peaked at $1.46M in Q2 2025.
  • 1,511 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Hutchinson Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.