LA
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Legacy Advisors’s Elevance Health ELV Stock Holding History

Legacy Advisors’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
-1,345
Closed -$585K – 138
2025
Q1 		$585K Buy
1,345
+145
+12% +$58.2K 0.06% 239
2024
Q4 		$443K Sell
1,200
-54
-4% -$22.6K 0.04% 266
2024
Q3 		$652K Buy
1,254
+61
+5% +$32.6K 0.07% 212
2024
Q2 		$646K Buy
1,193
+117
+11% +$61.8K 0.08% 184
2024
Q1 		$558K Sell
1,076
-16
-1% -$7.96K 0.07% 198
2023
Q4 		$515K Sell
1,092
-4,477
-80% -$2.07M 0.07% 192
2023
Q3 		$2.42M Buy
5,569
+4,728
+562% +$2.14M 0.39% 68
2023
Q2 		$374K Buy
841
+34
+4% +$15.7K 0.06% 198
2023
Q1 		$371K Buy
807
+6
+0.7% +$2.85K 0.07% 178
2022
Q4 		$411K Buy
801
+42
+6% +$21.3K 0.08% 161
2022
Q3 		$345K Buy
759
+19
+3% +$9.09K 0.08% 160
2022
Q2 		$357K Sell
740
-38
-5% -$18.8K 0.08% 150
2022
Q1 		$382K Buy
+778
New +$356K 0.07% 143
2018
Q4 		– Sell
-414
Closed -$113K – 199
2018
Q3 		$113K Buy
+414
New +$107K 0.06% 174

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

Legacy Advisors's ELV Position: Q2 2025 in Review

Legacy Advisors sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 1,345 shares — an estimated $585K sold.

Legacy Advisors first reported a position in ELV in Q3 2018 and held it in 14 quarters. The position peaked at $2.42M in Q3 2023. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Legacy Advisors reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 1,345 Elevance Health shares in Q2 2025, an estimated $585K.
  • Legacy Advisors first reported a position in Elevance Health in Q3 2018 and held it in 14 quarters.
  • Legacy Advisors's Elevance Health position peaked at $2.42M in Q3 2023.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.