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Marcum Wealth’s Elevance Health ELV Stock Holding History

Marcum Wealth’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 		$214K Buy
+492
New +$198K 0.02% 355
2024
Q4 		– Sell
-516
Closed -$268K – 417
2024
Q3 		$268K Sell
516
-39
-7% -$20.8K 0.02% 307
2024
Q2 		$301K Hold
555
– – 0.03% 275
2024
Q1 		$288K Buy
555
+35
+7% +$17.4K 0.03% 276
2023
Q4 		$245K Buy
+520
New +$240K 0.03% 297
2023
Q3 		– Sell
-458
Closed -$203K – 382
2023
Q2 		$203K Buy
+458
New +$211K 0.02% 333
2023
Q1 		– Sell
-429
Closed -$220K – 410
2022
Q4 		$220K Buy
+429
New +$218K 0.03% 294
2022
Q3 		– Sell
-455
Closed -$220K – 384
2022
Q2 		$220K Sell
455
-16
-3% -$7.92K 0.03% 286
2022
Q1 		$231K Buy
471
+18
+4% +$8.23K 0.03% 296
2021
Q4 		$210K Buy
+453
New +$191K 0.03% 320

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
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 $59B AUM 32.99% 1-Year Est. Return

Marcum Wealth's ELV Position: Q1 2025 in Review

Marcum Wealth opened a new position in Elevance Health (ELV) in Q1 2025: 492 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #355 among its holdings. This is a return to the name: Marcum Wealth previously reported a position in ELV as recently as Q3 2024.

Marcum Wealth first reported a position in ELV in Q4 2021 and has held it in 10 quarters since. The position peaked at $301K in Q2 2024. 1,661 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Marcum Wealth held 492 shares of Elevance Health worth $214K as of Q1 2025.
  • Elevance Health was a new Marcum Wealth position in Q1 2025.
  • Elevance Health made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #355 holding.
  • Marcum Wealth first reported a position in Elevance Health in Q4 2021 and has held it in 10 quarters since.
  • Marcum Wealth's Elevance Health position peaked at $301K in Q2 2024.
  • 1,661 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.