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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
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 $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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Legacy Advisors's ELV Position: Q1 2025 in Review

Legacy Advisors increased its Elevance Health (ELV) stake by 12% in Q1 2025, buying an estimated $58.2K and bringing the position to 1,345 shares worth $585K. The position accounts for 0.06% of the portfolio, ranked #239.

Legacy Advisors first reported a position in ELV in Q3 2018 and has held it in 14 quarters since. The position peaked at $2.42M in Q3 2023. 1,665 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Legacy Advisors held 1,345 shares of Elevance Health worth $585K as of Q1 2025.
  • Legacy Advisors bought 145 Elevance Health shares in Q1 2025, an estimated $58.2K.
  • Elevance Health made up 0.06% of Legacy Advisors's portfolio in Q1 2025, its #239 holding.
  • Legacy Advisors first reported a position in Elevance Health in Q3 2018 and has held it in 14 quarters since.
  • Legacy Advisors's Elevance Health position peaked at $2.42M in Q3 2023.
  • 1,665 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.