MFG
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Menard Financial Group’s Elevance Health ELV Stock Holding History

Menard Financial 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
Q1 		– Sell
-4
Closed -$1.48K – 158
2024
Q4 		$1.48K Buy
+4
New +$1.67K ﹤0.01% 290

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

Menard Financial Group's ELV Position: Q1 2025 in Review

Menard Financial Group sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 4 shares — an estimated $1.48K sold.

Menard Financial Group first reported a position in ELV in Q4 2024 and held it in 1 quarter. The position peaked at $1.48K in Q4 2024. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Menard Financial Group reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 4 Elevance Health shares in Q1 2025, an estimated $1.48K.
  • Menard Financial Group first reported a position in Elevance Health in Q4 2024 and held it in 1 quarter.
  • Menard Financial Group's Elevance Health position peaked at $1.48K in Q4 2024.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.