JWCA
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J.W. Coons Advisors’s Elevance Health ELV Stock Holding History

J.W. Coons 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 		$426K Hold
1,096
– – 0.1% 173
2025
Q1 		$477K Sell
1,096
-184
-14% -$73.9K 0.13% 150
2024
Q4 		$472K Sell
1,280
-200
-14% -$83.7K 0.12% 148
2024
Q3 		$770K Sell
1,480
-50
-3% -$26.7K 0.19% 114
2024
Q2 		$829K Hold
1,530
– – 0.2% 104
2024
Q1 		$793K Sell
1,530
-85
-5% -$42.3K 0.18% 107
2023
Q4 		$762K Hold
1,615
– – 0.21% 114
2023
Q3 		$703K Buy
1,615
+100
+7% +$45.4K 0.2% 112
2023
Q2 		$673K Sell
1,515
-50
-3% -$23.1K 0.18% 121
2023
Q1 		$720K Buy
1,565
+97
+7% +$46.2K 0.21% 113
2022
Q4 		$753K Sell
1,468
-199
-12% -$101K 0.22% 104
2022
Q3 		$757K Sell
1,667
-110
-6% -$52.6K 0.29% 96
2022
Q2 		$857K Sell
1,777
-120
-6% -$59.4K 0.3% 86
2022
Q1 		$931K Buy
1,897
+801
+73% +$366K 0.28% 89
2021
Q4 		$507K Hold
1,096
– – 0.15% 147
2021
Q3 		$409K Hold
1,096
– – 0.14% 158
2021
Q2 		$418K Hold
1,096
– – 0.15% 154
2021
Q1 		$393K Hold
1,096
– – 0.14% 154
2020
Q4 		$352K Sell
1,096
-3
-0.3% -$921 0.13% 149
2020
Q3 		$295K Hold
1,099
– – 0.12% 154
2020
Q2 		$289K Hold
1,099
– – 0.13% 155
2020
Q1 		$250K Buy
+1,099
New +$299K 0.13% 159

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

J.W. Coons Advisors's ELV Position: Q2 2025 in Review

J.W. Coons Advisors held its Elevance Health (ELV) position steady in Q2 2025 at 1,096 shares worth $426K. The position accounts for 0.1% of the portfolio, ranked #173.

J.W. Coons Advisors first reported a position in ELV in Q1 2020 and has held it in 22 quarters since. The position peaked at $931K in Q1 2022. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • J.W. Coons Advisors held 1,096 shares of Elevance Health worth $426K as of Q2 2025.
  • J.W. Coons Advisors left its Elevance Health share count unchanged in Q2 2025.
  • Elevance Health made up 0.1% of J.W. Coons Advisors's portfolio in Q2 2025, its #173 holding.
  • J.W. Coons Advisors first reported a position in Elevance Health in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Elevance Health position peaked at $931K in Q1 2022.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.