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Investment Management Associates’s Elevance Health ELV Stock Holding History

Investment Management Associates’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
-13,108
Closed -$4.24M – 29
2025
Q3 		$4.24M Buy
+13,108
New +$4.08M 1.25% 20

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Wellington Management Group
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T. Rowe Price Associates
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Sanders Capital
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Geode Capital Management
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Artisan Partners
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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 Management Associates's ELV Position: Q4 2025 in Review

Investment Management Associates sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 13,108 shares — an estimated $4.24M sold.

Investment Management Associates first reported a position in ELV in Q3 2025 and held it in 1 quarter. The position peaked at $4.24M in Q3 2025. 1,555 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Investment Management Associates reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • Investment Management Associates sold 13,108 Elevance Health shares in Q4 2025, an estimated $4.24M.
  • Investment Management Associates first reported a position in Elevance Health in Q3 2025 and held it in 1 quarter.
  • Investment Management Associates's Elevance Health position peaked at $4.24M in Q3 2025.
  • 1,555 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Investment Management Associates's 13F filing for Q4 2025, filed 3 Feb 2026.