KFS
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Kelly Financial Services’s Elevance Health ELV Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-529
Closed -$206K – 119
2025
Q2 		$206K Sell
529
-28
-5% -$11.3K 0.06% 113
2025
Q1 		$242K Hold
557
– – 0.08% 96
2024
Q4 		$205K Buy
557
+23
+4% +$9.63K 0.07% 112
2024
Q3 		$278K Buy
534
+13
+2% +$6.95K 0.1% 89
2024
Q2 		$282K Sell
521
-55
-10% -$29.1K 0.1% 87
2024
Q1 		$299K Buy
576
+563
+4,331% +$280K 0.11% 88
2023
Q4 		$6.13K Buy
+13
New +$6.01K ﹤0.01% 452

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Kelly Financial Services's ELV Position: Q3 2025 in Review

Kelly Financial Services sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 529 shares — an estimated $206K sold.

Kelly Financial Services first reported a position in ELV in Q4 2023 and held it in 7 quarters. The position peaked at $299K in Q1 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Kelly Financial Services reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Kelly Financial Services sold 529 Elevance Health shares in Q3 2025, an estimated $206K.
  • Kelly Financial Services first reported a position in Elevance Health in Q4 2023 and held it in 7 quarters.
  • Kelly Financial Services's Elevance Health position peaked at $299K in Q1 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Kelly Financial Services's 13F filing for Q3 2025, filed 15 Oct 2025.