Kovitz Investment Group Partners
ELV icon

Kovitz Investment Group Partners’s Elevance Health ELV Stock Holding History

Kovitz Investment Group 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
Q4 		– Sell
-42,972
Closed -$13.9M – 698
2025
Q3 		$13.9M Buy
42,972
+5,630
+15% +$1.75M 0.05% 267
2025
Q2 		$14.5M Buy
37,342
+4,702
+14% +$1.89M 0.06% 242
2025
Q1 		$14.2M Buy
32,640
+1,520
+5% +$610K 0.07% 215
2024
Q4 		$11.5M Buy
31,120
+2,369
+8% +$991K 0.06% 240
2024
Q3 		$13.4M Buy
28,751
+14,947
+108% +$7.99M 0.1% 183
2024
Q2 		$7.48M Sell
13,804
-4,742
-26% -$2.51M 0.06% 224
2024
Q1 		$9.62M Buy
18,546
+99
+0.5% +$49.2K 0.12% 122
2023
Q4 		$8.7M Sell
18,447
-427
-2% -$197K 0.14% 83
2023
Q3 		$8.22M Sell
18,874
-328
-2% -$149K 0.15% 83
2023
Q2 		$8.53M Sell
19,202
-176
-0.9% -$81.2K 0.13% 82
2023
Q1 		$8.91M Sell
19,378
-42
-0.2% -$20K 0.15% 83
2022
Q4 		$9.96M Sell
19,420
-134
-0.7% -$68K 0.2% 74
2022
Q3 		$8.88M Sell
19,554
-161
-0.8% -$77K 0.21% 73
2022
Q2 		$9.51M Sell
19,715
-595
-3% -$294K 0.21% 75
2022
Q1 		$9.98M Buy
20,310
+9,831
+94% +$4.49M 0.19% 78
2021
Q4 		$3.37M Sell
10,479
-14,268
-58% -$6M 0.08% 163
2021
Q3 		$9.23M Sell
24,747
-245
-1% -$93.1K 0.18% 80
2021
Q2 		$9.54M Sell
24,992
-1,544
-6% -$590K 0.19% 82
2021
Q1 		$9.53M Buy
26,536
+16,107
+154% +$5.18M 0.22% 73
2020
Q4 		$3.35M Sell
10,429
-1,162
-10% -$357K 0.08% 159
2020
Q3 		$3.11M Buy
11,591
+4,173
+56% +$1.12M 0.09% 155
2020
Q2 		$1.95M Sell
7,418
-102
-1% -$27.2K 0.06% 187
2020
Q1 		$1.71M Sell
7,520
-90
-1% -$24.5K 0.06% 189
2019
Q4 		$2.3M Buy
7,610
+378
+5% +$104K 0.07% 186
2019
Q3 		$1.74M Buy
7,232
+1,575
+28% +$432K 0.06% 210
2019
Q2 		$1.6M Buy
5,657
+2,355
+71% +$643K 0.05% 213
2019
Q1 		$947K Buy
+3,302
New +$955K 0.03% 282

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Kovitz Investment Group Partners's ELV Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 42,972 shares — an estimated $13.9M sold.

Kovitz Investment Group Partners first reported a position in ELV in Q1 2019 and held it in 27 quarters. The position peaked at $14.5M in Q2 2025. 1,555 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 42,972 Elevance Health shares in Q4 2025, an estimated $13.9M.
  • Kovitz Investment Group Partners first reported a position in Elevance Health in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's Elevance Health position peaked at $14.5M in Q2 2025.
  • 1,555 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.