LJI Wealth Management’s Elevance Health ELV Stock Holding History

LJI Wealth Management’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	-538	Closed	-$209K	–	194
2025 Q2	$209K	Sell	538 -19	-3%	-$7.64K	0.04%	175
2025 Q1	$242K	Hold	557	–	–	0.05%	155
2024 Q4	$205K	Hold	557	–	–	0.04%	171
2024 Q3	$290K	Hold	557	–	–	0.06%	152
2024 Q2	$302K	Hold	557	–	–	0.07%	141
2024 Q1	$289K	Hold	557	–	–	0.07%	118
2023 Q4	$263K	Sell	557 -5	-0.9%	-$2.31K	0.07%	140
2023 Q3	$245K	Buy	562 +5	+0.9%	+$2.27K	0.07%	141
2023 Q2	$247K	Hold	557	–	–	0.07%	137
2023 Q1	$256K	Hold	557	–	–	0.08%	127
2022 Q4	$286K	Buy	+557	New	+$283K	0.1%	102

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

LJI Wealth Management's ELV Position: Q3 2025 in Review

LJI Wealth Management sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 538 shares — an estimated $209K sold.

LJI Wealth Management first reported a position in ELV in Q4 2022 and held it in 11 quarters. The position peaked at $302K in Q2 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

LJI Wealth Management reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
LJI Wealth Management sold 538 Elevance Health shares in Q3 2025, an estimated $209K.
LJI Wealth Management first reported a position in Elevance Health in Q4 2022 and held it in 11 quarters.
LJI Wealth Management's Elevance Health position peaked at $302K in Q2 2024.
1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on LJI Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.