Marks Group Wealth Management’s Elevance Health ELV Stock Holding History

Marks Group 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 Q2	–	Sell	-524	Closed	-$228K	–	300
2025 Q1	$228K	Buy	+524	New	+$210K	0.02%	290
2024 Q4	–	Sell	-441	Closed	-$229K	–	289
2024 Q3	$229K	Sell	441 -1	-0.2%	-$534	0.02%	284
2024 Q2	$240K	Hold	442	–	–	0.03%	276
2024 Q1	$229K	Sell	442 -19	-4%	-$9.45K	0.02%	288
2023 Q4	$217K	Buy	+461	New	+$213K	0.02%	284
2023 Q1	–	Sell	-428	Closed	-$220K	–	278
2022 Q4	$220K	Buy	+428	New	+$217K	0.03%	262

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Marks Group Wealth Management's ELV Position: Q2 2025 in Review

Marks Group Wealth Management sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 524 shares — an estimated $228K sold.

Marks Group Wealth Management first reported a position in ELV in Q4 2022 and held it in 6 quarters. The position peaked at $240K in Q2 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Marks Group Wealth Management reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Marks Group Wealth Management sold 524 Elevance Health shares in Q2 2025, an estimated $228K.
Marks Group Wealth Management first reported a position in Elevance Health in Q4 2022 and held it in 6 quarters.
Marks Group Wealth Management's Elevance Health position peaked at $240K in Q2 2024.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.