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Legacy Investment Solutions’s Elevance Health ELV Stock Holding History

Legacy Investment Solutions’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 		$778 Buy
+2
New +$804 ﹤0.01% 613
2024
Q4 		$7.83K Buy
20
+18
+900% +$7.53K 0.01% 325
2024
Q3 		$822 Buy
+2
New +$1.07K ﹤0.01% 562

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 Investment Solutions's ELV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Elevance Health (ELV) in Q2 2025: 2 shares worth $778. The stake represents ﹤0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in ELV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in ELV in Q3 2024 and has held it in 3 quarters since. The position peaked at $7.83K in Q4 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Legacy Investment Solutions held 2 shares of Elevance Health worth $778 as of Q2 2025.
  • Elevance Health was a new Legacy Investment Solutions position in Q2 2025.
  • Elevance Health made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #613 holding.
  • Legacy Investment Solutions first reported a position in Elevance Health in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Elevance Health position peaked at $7.83K in Q4 2024.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.