IDA
ELV icon

Intelligence Driven Advisers’s Elevance Health ELV Stock Holding History

Intelligence Driven Advisers’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
2026
Q1 		$208K Buy
+709
New +$233K 0.04% 118
2025
Q2 		– Sell
-526
Closed -$229K – 122
2025
Q1 		$229K Sell
526
-266
-34% -$107K 0.04% 86
2024
Q4 		$292K Sell
792
-387
-33% -$162K 0.06% 75
2024
Q3 		$613K Buy
1,179
+71
+6% +$37.9K 0.09% 59
2024
Q2 		$600K Buy
1,108
+508
+85% +$269K 0.09% 61
2024
Q1 		$311K Buy
+600
New +$298K 0.05% 73
2023
Q2 		– Sell
-494
Closed -$239K – 97
2023
Q1 		$239K Buy
494
+23
+5% +$10.9K 0.04% 79
2022
Q4 		$224K Sell
471
-6
-1% -$3.05K 0.04% 91
2022
Q3 		$228K Buy
+477
New +$228K 0.05% 99

Other funds holding ELV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $61.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return