Jaffetilchin Investment Partners’s Elevance Health ELV Stock Holding History

Jaffetilchin Investment Partners’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	-923	Closed	-$401K	–	444
2025 Q1	$401K	Buy	+923	New	+$371K	0.03%	273
2024 Q4	–	Sell	-35	Closed	-$18K	–	628
2024 Q3	$18K	Buy	+35	New	+$18.7K	﹤0.01%	795
2019 Q2	–	Sell	-719	Closed	-$206K	–	278
2019 Q1	$206K	Sell	719 -177	-20%	-$51.2K	0.05%	272
2018 Q4	$235K	Sell	896 -315	-26%	-$86.6K	0.06%	221
2018 Q3	$332K	Buy	+1,211	New	+$314K	0.07%	214
2015 Q4	–	Sell	-2,291	Closed	-$321K	–	197
2015 Q3	$321K	Sell	2,291 -5,470	-70%	-$822K	0.12%	136
2015 Q2	$1.27M	Buy	7,761 +4,910	+172%	+$784K	0.38%	41
2015 Q1	$440K	Buy	+2,851	New	+$406K	0.13%	122

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Jaffetilchin Investment Partners's ELV Position: Q2 2025 in Review

Jaffetilchin Investment Partners sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 923 shares — an estimated $401K sold.

Jaffetilchin Investment Partners first reported a position in ELV in Q1 2015 and held it in 8 quarters. The position peaked at $1.27M in Q2 2015. 1,590 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Jaffetilchin Investment Partners reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Jaffetilchin Investment Partners sold 923 Elevance Health shares in Q2 2025, an estimated $401K.
Jaffetilchin Investment Partners first reported a position in Elevance Health in Q1 2015 and held it in 8 quarters.
Jaffetilchin Investment Partners's Elevance Health position peaked at $1.27M in Q2 2015.
1,590 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.