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Measured Wealth Private Client Group’s Elevance Health ELV Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-4
Closed -$1.29K – 742
2025
Q3 		$1.29K Buy
+4
New +$1.24K ﹤0.01% 652
2018
Q4 		– Sell
-50
Closed -$13K – 273
2018
Q3 		$13K Buy
+50
New +$13K 0.01% 582

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Measured Wealth Private Client Group's ELV Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 4 shares — an estimated $1.29K sold.

Measured Wealth Private Client Group first reported a position in ELV in Q3 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 1,555 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Measured Wealth Private Client Group reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 4 Elevance Health shares in Q4 2025, an estimated $1.29K.
  • Measured Wealth Private Client Group first reported a position in Elevance Health in Q3 2018 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Elevance Health position peaked at $13K in Q3 2018.
  • 1,555 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.