IFG
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Independent Financial Group’s Elevance Health ELV Stock Holding History

Independent Financial Group’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
-553
Closed -$215K – 1380
2025
Q2 		$215K Buy
553
+33
+6% +$13.3K 0.01% 1191
2025
Q1 		$226K Buy
+520
New +$209K 0.01% 1058
2024
Q4 		– Sell
-738
Closed -$384K – 1184
2024
Q3 		$384K Sell
738
-1,219
-62% -$651K 0.01% 768
2024
Q2 		$1.06M Buy
1,957
+1,250
+177% +$661K 0.04% 390
2024
Q1 		$367K Sell
707
-60
-8% -$29.8K 0.02% 699
2023
Q4 		$362K Buy
767
+70
+10% +$32.4K 0.02% 653
2023
Q3 		$303K Buy
697
+23
+3% +$10.4K 0.02% 656
2023
Q2 		$299K Buy
674
+2
+0.3% +$923 0.02% 643
2023
Q1 		$309K Buy
672
+4
+0.6% +$1.9K 0.02% 592
2022
Q4 		$343K Sell
668
-104
-13% -$52.8K 0.03% 525
2022
Q3 		$351K Sell
772
-7
-0.9% -$3.35K 0.03% 497
2022
Q2 		$376K Sell
779
-4
-0.5% -$1.98K 0.04% 444
2022
Q1 		$385K Sell
783
-212
-21% -$96.9K 0.03% 515
2021
Q4 		$461K Sell
995
-278
-22% -$117K 0.04% 439
2021
Q3 		$474K Buy
1,273
+82
+7% +$31.2K 0.05% 379
2021
Q2 		$455K Buy
1,191
+163
+16% +$62.3K 0.05% 396
2021
Q1 		$369K Buy
1,028
+48
+5% +$15.4K 0.05% 404
2020
Q4 		$315K Sell
980
-50
-5% -$15.3K 0.05% 416
2020
Q3 		$277K Buy
1,030
+50
+5% +$13.5K 0.05% 365
2020
Q2 		$258K Hold
980
– – 0.06% 354
2020
Q1 		$222K Buy
+980
New +$267K 0.07% 314

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

Independent Financial Group's ELV Position: Q3 2025 in Review

Independent Financial Group sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 553 shares — an estimated $215K sold.

Independent Financial Group first reported a position in ELV in Q1 2020 and held it in 21 quarters. The position peaked at $1.06M in Q2 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Independent Financial Group reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 553 Elevance Health shares in Q3 2025, an estimated $215K.
  • Independent Financial Group first reported a position in Elevance Health in Q1 2020 and held it in 21 quarters.
  • Independent Financial Group's Elevance Health position peaked at $1.06M in Q2 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.