IHL
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Investment House LLC’s Elevance Health ELV Stock Holding History

Investment House LLC’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
Q4 		– Sell
-3,000
Closed -$969K – 224
2025
Q3 		$969K Buy
+3,000
New +$933K 0.05% 142

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Investment House LLC's ELV Position: Q4 2025 in Review

Investment House LLC sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 3,000 shares — an estimated $969K sold.

Investment House LLC first reported a position in ELV in Q3 2025 and held it in 1 quarter. The position peaked at $969K in Q3 2025. 1,555 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Investment House LLC reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • Investment House LLC sold 3,000 Elevance Health shares in Q4 2025, an estimated $969K.
  • Investment House LLC first reported a position in Elevance Health in Q3 2025 and held it in 1 quarter.
  • Investment House LLC's Elevance Health position peaked at $969K in Q3 2025.
  • 1,555 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Investment House LLC's 13F filing for Q4 2025, filed 6 Feb 2026.