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Inspire Advisors’s Elevance Health ELV Stock Holding History

Inspire 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
Q2 		– Sell
-1,521
Closed -$662K – 517
2025
Q1 		$662K Sell
1,521
-419
-22% -$168K 0.08% 182
2024
Q4 		$716K Buy
+1,940
New +$812K 0.09% 151

Other funds holding ELV

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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

Inspire Advisors's ELV Position: Q2 2025 in Review

Inspire Advisors sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 1,521 shares — an estimated $662K sold.

Inspire Advisors first reported a position in ELV in Q4 2024 and held it in 2 quarters. The position peaked at $716K in Q4 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Inspire Advisors reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Inspire Advisors sold 1,521 Elevance Health shares in Q2 2025, an estimated $662K.
  • Inspire Advisors first reported a position in Elevance Health in Q4 2024 and held it in 2 quarters.
  • Inspire Advisors's Elevance Health position peaked at $716K in Q4 2024.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Inspire Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.