MA
ELV icon

Maxele Advisors’s Elevance Health ELV Stock Holding History

Maxele Advisors’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
-535
Closed -$208K – 97
2025
Q2 		$208K Hold
535
– – 0.18% 100
2025
Q1 		$233K Sell
535
-45
-8% -$18.1K 0.22% 92
2024
Q4 		$214K Buy
+580
New +$243K 0.2% 93
2022
Q3 		$308K Sell
679
-15
-2% -$7.18K 0.52% 53
2022
Q2 		$335K Sell
694
-14
-2% -$6.93K 0.53% 53
2022
Q1 		$348K Sell
708
-62
-8% -$28.3K 0.43% 59
2021
Q4 		$357K Buy
+770
New +$324K 0.41% 64

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

Maxele Advisors's ELV Position: Q3 2025 in Review

Maxele Advisors sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 535 shares — an estimated $208K sold.

Maxele Advisors first reported a position in ELV in Q4 2021 and held it in 7 quarters. The position peaked at $357K in Q4 2021. 1,511 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Maxele Advisors reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Maxele Advisors sold 535 Elevance Health shares in Q3 2025, an estimated $208K.
  • Maxele Advisors first reported a position in Elevance Health in Q4 2021 and held it in 7 quarters.
  • Maxele Advisors's Elevance Health position peaked at $357K in Q4 2021.
  • 1,511 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Maxele Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.