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Lindbrook Capital’s Elevance Health ELV Stock Holding History

Lindbrook Capital’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 		$342K Buy
786
+400
+104% +$161K 0.03% 287
2024
Q4 		$142K Sell
386
-257
-40% -$108K 0.01% 457
2024
Q3 		$334K Sell
643
-38
-6% -$20.3K 0.03% 287
2024
Q2 		$369K Buy
681
+59
+9% +$31.2K 0.03% 251
2024
Q1 		$323K Buy
622
+27
+5% +$13.4K 0.03% 270
2023
Q4 		$281K Buy
595
+250
+72% +$116K 0.03% 289
2023
Q3 		$150K Sell
345
-7
-2% -$3.17K 0.02% 380
2023
Q2 		$156K Buy
352
+90
+34% +$41.5K 0.02% 387
2023
Q1 		$120K Sell
262
-107
-29% -$50.9K 0.01% 434
2022
Q4 		$189K Buy
369
+62
+20% +$31.5K 0.02% 339
2022
Q3 		$139K Buy
307
+4
+1% +$1.91K 0.02% 356
2022
Q2 		$146K Buy
303
+57
+23% +$28.2K 0.02% 358
2022
Q1 		$121K Buy
246
+14
+6% +$6.4K 0.02% 407
2021
Q4 		$108K Buy
232
+13
+6% +$5.47K 0.02% 469
2021
Q3 		$82K Hold
219
– – 0.02% 308
2021
Q2 		$84K Hold
219
– – 0.02% 332
2021
Q1 		$79K Sell
219
-5
-2% -$1.61K 0.02% 320
2020
Q4 		$72K Buy
224
+5
+2% +$1.53K 0.02% 307
2020
Q3 		$59K Buy
219
+7
+3% +$1.88K 0.02% 315
2020
Q2 		$56K Sell
212
-69
-25% -$18.4K 0.02% 339
2020
Q1 		$64K Sell
281
-181
-39% -$49.3K 0.02% 264
2019
Q4 		$140K Buy
462
+105
+29% +$28.9K 0.05% 193
2019
Q3 		$86K Sell
357
-15
-4% -$4.11K 0.03% 265
2019
Q2 		$104K Buy
372
+10
+3% +$2.73K 0.04% 226
2019
Q1 		$103K Buy
362
+48
+15% +$13.9K 0.04% 218
2018
Q4 		$82K Buy
+314
New +$86.3K 0.04% 228

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 $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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 $59.9B AUM 27.01% 1-Year Est. Return

Lindbrook Capital's ELV Position: Q1 2025 in Review

Lindbrook Capital increased its Elevance Health (ELV) stake by 104% in Q1 2025, buying an estimated $161K and bringing the position to 786 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #287.

Lindbrook Capital first reported a position in ELV in Q4 2018 and has held it in 26 quarters since. The position peaked at $369K in Q2 2024. 1,661 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Lindbrook Capital held 786 shares of Elevance Health worth $342K as of Q1 2025.
  • Lindbrook Capital bought 400 Elevance Health shares in Q1 2025, an estimated $161K.
  • Elevance Health made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #287 holding.
  • Lindbrook Capital first reported a position in Elevance Health in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Elevance Health position peaked at $369K in Q2 2024.
  • 1,661 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.