IWA
ELV icon

Icon Wealth Advisors’s Elevance Health ELV Stock Holding History

Icon Wealth 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 		– Sell
-485
Closed -$189K – 528
2025
Q2 		$189K Sell
485
-273
-36% -$110K 0.01% 385
2025
Q1 		$330K Sell
758
-7
-0.9% -$2.81K 0.03% 280
2024
Q4 		$282K Sell
765
-46
-6% -$19.2K 0.02% 310
2024
Q3 		$422K Buy
811
+1
+0.1% +$534 0.04% 233
2024
Q2 		$431K Buy
+810
New +$428K 0.04% 230
2022
Q4 		– Sell
-397
Closed -$180K – 356
2022
Q3 		$180K Buy
+397
New +$190K 0.02% 311

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Icon Wealth Advisors's ELV Position: Q3 2025 in Review

Icon Wealth Advisors sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 485 shares — an estimated $189K sold.

Icon Wealth Advisors first reported a position in ELV in Q3 2022 and held it in 6 quarters. The position peaked at $431K in Q2 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Icon Wealth Advisors reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 485 Elevance Health shares in Q3 2025, an estimated $189K.
  • Icon Wealth Advisors first reported a position in Elevance Health in Q3 2022 and held it in 6 quarters.
  • Icon Wealth Advisors's Elevance Health position peaked at $431K in Q2 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Icon Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.