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ELV icon

InceptionR’s Elevance Health ELV Stock Holding History

InceptionR’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
-1,195
Closed -$465K – 748
2025
Q2 		$465K Buy
+1,195
New +$481K 0.11% 335
2025
Q1 		– Sell
-3,885
Closed -$1.43M – 626
2024
Q4 		$1.43M Buy
3,885
+2,562
+194% +$1.07M 0.32% 81
2024
Q3 		$688K Buy
+1,323
New +$707K 0.17% 239
2024
Q2 		– Sell
-3,323
Closed -$1.72M – 662
2024
Q1 		$1.72M Buy
3,323
+1,421
+75% +$707K 0.44% 24
2023
Q4 		$897K Buy
+1,902
New +$879K 0.64% 1
2023
Q3 		– Sell
-979
Closed -$435K – 446
2023
Q2 		$435K Sell
979
-151
-13% -$69.7K 0.23% 174
2023
Q1 		$520K Buy
1,130
+573
+103% +$273K 0.17% 236
2022
Q4 		$286K Buy
+557
New +$283K 0.15% 289

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

InceptionR's ELV Position: Q3 2025 in Review

InceptionR sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 1,195 shares — an estimated $465K sold.

InceptionR first reported a position in ELV in Q4 2022 and held it in 8 quarters. The position peaked at $1.72M in Q1 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • InceptionR reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • InceptionR sold 1,195 Elevance Health shares in Q3 2025, an estimated $465K.
  • InceptionR first reported a position in Elevance Health in Q4 2022 and held it in 8 quarters.
  • InceptionR's Elevance Health position peaked at $1.72M in Q1 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.