KWM
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Kolinsky Wealth Management’s Elevance Health ELV Stock Holding History

Kolinsky Wealth Management’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
2024
Q4 		– Sell
-655
Closed -$341K – 180
2024
Q3 		$341K Sell
655
-22
-3% -$11.8K 0.22% 104
2024
Q2 		$367K Sell
677
-34
-5% -$18K 0.26% 85
2024
Q1 		$369K Buy
711
+17
+2% +$8.46K 0.28% 84
2023
Q4 		$327K Sell
694
-165
-19% -$76.3K 0.29% 88
2023
Q3 		$374K Buy
859
+2
+0.2% +$907 0.37% 66
2023
Q2 		$377K Buy
857
+70
+9% +$32.3K 0.36% 71
2023
Q1 		$362K Buy
787
+21
+3% +$9.99K 0.38% 60
2022
Q4 		$393K Buy
766
+64
+9% +$32.5K 0.45% 50
2022
Q3 		$319K Buy
702
+42
+6% +$20.1K 0.4% 59
2022
Q2 		$319K Sell
660
-46
-7% -$22.8K 0.38% 61
2022
Q1 		$347K Buy
706
+49
+7% +$22.4K 0.34% 62
2021
Q4 		$305K Buy
+657
New +$276K 0.28% 97

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kolinsky Wealth Management's ELV Position: Q4 2024 in Review

Kolinsky Wealth Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 655 shares — an estimated $341K sold.

Kolinsky Wealth Management first reported a position in ELV in Q4 2021 and held it in 12 quarters. The position peaked at $393K in Q4 2022. 1,605 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Kolinsky Wealth Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Kolinsky Wealth Management sold 655 Elevance Health shares in Q4 2024, an estimated $341K.
  • Kolinsky Wealth Management first reported a position in Elevance Health in Q4 2021 and held it in 12 quarters.
  • Kolinsky Wealth Management's Elevance Health position peaked at $393K in Q4 2022.
  • 1,605 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.