KFP
ELV icon

KMG Fiduciary Partners’s Elevance Health ELV Stock Holding History

KMG Fiduciary 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
-782
Closed -$340K – 293
2025
Q1 		$340K Buy
+782
New +$314K 0.03% 246
2024
Q1 		– Sell
-789
Closed -$372K – 235
2023
Q4 		$372K Buy
+789
New +$365K 0.04% 191
2021
Q1 		– Sell
-787
Closed -$248K – 173
2020
Q4 		$248K Hold
787
– – 0.05% 150
2020
Q3 		$211K Buy
+787
New +$212K 0.05% 140

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

KMG Fiduciary Partners's ELV Position: Q2 2025 in Review

KMG Fiduciary Partners sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 782 shares — an estimated $340K sold.

KMG Fiduciary Partners first reported a position in ELV in Q3 2020 and held it in 4 quarters. The position peaked at $372K in Q4 2023. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • KMG Fiduciary Partners reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • KMG Fiduciary Partners sold 782 Elevance Health shares in Q2 2025, an estimated $340K.
  • KMG Fiduciary Partners first reported a position in Elevance Health in Q3 2020 and held it in 4 quarters.
  • KMG Fiduciary Partners's Elevance Health position peaked at $372K in Q4 2023.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on KMG Fiduciary Partners's 13F filing for Q2 2025, filed 10 Jul 2025.