Koss-Olinger Consulting’s Elevance Health ELV Stock Holding History

Koss-Olinger Consulting’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	-534	Closed	-$232K	–	320
2025 Q1	$232K	Buy	+534	New	+$214K	0.02%	281
2024 Q4	–	Sell	-531	Closed	-$276K	–	219
2024 Q3	$276K	Hold	531	–	–	0.02%	236
2024 Q2	$288K	Buy	+531	New	+$281K	0.03%	218
2024 Q1	–	Sell	-539	Closed	-$254K	–	122
2023 Q4	$254K	Hold	539	–	–	0.02%	260
2023 Q3	$235K	Buy	539 +18	+3%	+$8.16K	0.03%	234
2023 Q2	$231K	Hold	521	–	–	0.03%	225
2023 Q1	$240K	Buy	521 +83	+19%	+$39.5K	0.03%	207
2022 Q4	$225K	Sell	438 -257	-37%	-$130K	0.03%	199
2022 Q3	$316K	Buy	695 +94	+16%	+$45K	0.05%	142
2022 Q2	$290K	Sell	601 -222	-27%	-$110K	0.05%	135
2022 Q1	$404K	Buy	823 +5	+0.6%	+$2.29K	0.07%	121
2021 Q4	$379K	Buy	818 +18	+2%	+$7.57K	0.06%	135
2021 Q3	$298K	Buy	+800	New	+$304K	0.05%	170

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

Koss-Olinger Consulting's ELV Position: Q2 2025 in Review

Koss-Olinger Consulting sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 534 shares — an estimated $232K sold.

Koss-Olinger Consulting first reported a position in ELV in Q3 2021 and held it in 13 quarters. The position peaked at $404K in Q1 2022. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Koss-Olinger Consulting reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 534 Elevance Health shares in Q2 2025, an estimated $232K.
Koss-Olinger Consulting first reported a position in Elevance Health in Q3 2021 and held it in 13 quarters.
Koss-Olinger Consulting's Elevance Health position peaked at $404K in Q1 2022.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Koss-Olinger Consulting's 13F filing for Q2 2025, filed 1 Aug 2025.