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Livelsberger Financial Advisory’s Elevance Health ELV Stock Holding History

Livelsberger Financial Advisory’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
Q3 		– Sell
-301
Closed -$117K – 34
2025
Q2 		$117K Buy
+301
New +$121K 2.27% 15
2024
Q4 		– Sell
-297
Closed -$155K – 33
2024
Q3 		$155K Buy
+297
New +$159K 3.24% 8
2024
Q1 		– Sell
-294
Closed -$139K – 69
2023
Q4 		$139K Buy
+294
New +$136K 0.12% 98

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Livelsberger Financial Advisory's ELV Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 301 shares — an estimated $117K sold.

Livelsberger Financial Advisory first reported a position in ELV in Q4 2023 and held it in 3 quarters. The position peaked at $155K in Q3 2024. 1,511 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 301 Elevance Health shares in Q3 2025, an estimated $117K.
  • Livelsberger Financial Advisory first reported a position in Elevance Health in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Elevance Health position peaked at $155K in Q3 2024.
  • 1,511 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.