IAP
ELV icon

Indie Asset Partners’s Elevance Health ELV Stock Holding History

Indie Asset Partners’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
Q2 		– Sell
-1,104
Closed -$480K – 77
2025
Q1 		$480K Sell
1,104
-191
-15% -$76.7K 0.42% 40
2024
Q4 		$478K Sell
1,295
-2
-0.2% -$837 0.38% 47
2024
Q3 		$674K Sell
1,297
-4
-0.3% -$2.14K 0.51% 33
2024
Q2 		$705K Sell
1,301
-137
-10% -$72.4K 0.56% 28
2024
Q1 		$746K Sell
1,438
-75
-5% -$37.3K 0.66% 24
2023
Q4 		$714K Sell
1,513
-95
-6% -$43.9K 0.64% 22
2023
Q3 		$700K Hold
1,608
– – 0.71% 20
2023
Q2 		$714K Hold
1,608
– – 0.78% 19
2023
Q1 		$739K Sell
1,608
-66
-4% -$31.4K 0.86% 19
2022
Q4 		$859K Sell
1,674
-57
-3% -$28.9K 0.94% 15
2022
Q3 		$786K Sell
1,731
-10
-0.6% -$4.79K 0.81% 17
2022
Q2 		$840K Sell
1,741
-12
-0.7% -$5.94K 0.74% 19
2022
Q1 		$861K Sell
1,753
-119
-6% -$54.4K 0.65% 23
2021
Q4 		$868K Sell
1,872
-109
-6% -$45.9K 0.63% 27
2021
Q3 		$739K Sell
1,981
-1
-0.1% -$380 0.6% 31
2021
Q2 		$757K Buy
1,982
+83
+4% +$31.7K 0.61% 30
2021
Q1 		$682K Hold
1,899
– – 0.78% 30
2020
Q4 		$610K Sell
1,899
-27
-1% -$8.29K 0.71% 33
2020
Q3 		$517K Hold
1,926
– – 0.65% 40
2020
Q2 		$537K Hold
1,926
– – 0.67% 40
2020
Q1 		$437K Buy
1,926
+35
+2% +$9.54K 0.55% 42
2019
Q4 		$571K Buy
+1,891
New +$520K 0.61% 36

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Indie Asset Partners's ELV Position: Q2 2025 in Review

Indie Asset Partners sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 1,104 shares — an estimated $480K sold.

Indie Asset Partners first reported a position in ELV in Q4 2019 and held it in 22 quarters. The position peaked at $868K in Q4 2021. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Indie Asset Partners reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Indie Asset Partners sold 1,104 Elevance Health shares in Q2 2025, an estimated $480K.
  • Indie Asset Partners first reported a position in Elevance Health in Q4 2019 and held it in 22 quarters.
  • Indie Asset Partners's Elevance Health position peaked at $868K in Q4 2021.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.