Lountzis Asset Management’s Elevance Health ELV Stock Holding History

Lountzis Asset 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	-755	Closed	-$294K	–	54
2025 Q2	$294K	Hold	755	–	–	0.1%	47
2025 Q1	$312K	Sell	755 -177	-19%	-$71.1K	0.12%	47
2024 Q4	$344K	Hold	932	–	–	0.15%	40
2024 Q3	$485K	Buy	932 +177	+23%	+$94.6K	0.2%	34
2024 Q2	$409K	Hold	755	–	–	0.19%	35
2024 Q1	$391K	Hold	755	–	–	0.19%	36
2023 Q4	$356K	Hold	755	–	–	0.19%	36
2023 Q3	$329K	Hold	755	–	–	0.18%	37
2023 Q2	$356K	Hold	755	–	–	0.2%	36
2023 Q1	$347K	Buy	+755	New	+$359K	0.21%	38

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

Lountzis Asset Management's ELV Position: Q3 2025 in Review

Lountzis Asset Management sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 755 shares — an estimated $294K sold.

Lountzis Asset Management first reported a position in ELV in Q1 2023 and held it in 10 quarters. The position peaked at $485K in Q3 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

Lountzis Asset Management reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
Lountzis Asset Management sold 755 Elevance Health shares in Q3 2025, an estimated $294K.
Lountzis Asset Management first reported a position in Elevance Health in Q1 2023 and held it in 10 quarters.
Lountzis Asset Management's Elevance Health position peaked at $485K in Q3 2024.
1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Lountzis Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.