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Meridian Wealth Management’s Elevance Health ELV Stock Holding History

Meridian 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
-748
Closed -$326K – 676
2025
Q1 		$326K Sell
748
-162
-18% -$65K 0.02% 507
2024
Q4 		$336K Sell
910
-410
-31% -$172K 0.02% 502
2024
Q3 		$686K Buy
+1,320
New +$705K 0.03% 352
2024
Q2 		– Sell
-1,696
Closed -$879K – 358
2024
Q1 		$879K Buy
1,696
+461
+37% +$229K 0.15% 101
2023
Q4 		$582K Sell
1,235
-1,171
-49% -$541K 0.04% 352
2023
Q3 		$1.05M Buy
2,406
+1,203
+100% +$546K 0.06% 227
2023
Q2 		$534K Buy
1,203
+361
+43% +$167K 0.05% 313
2023
Q1 		$387K Buy
842
+100
+13% +$47.6K 0.03% 364
2022
Q4 		$381K Hold
742
– – 0.04% 359
2022
Q3 		$337K Hold
742
– – 0.04% 342
2022
Q2 		$358K Buy
742
+100
+16% +$49.5K 0.03% 411
2022
Q1 		$315K Hold
642
– – 0.03% 303
2021
Q4 		$298K Sell
642
-7
-1% -$2.94K 0.03% 318
2021
Q3 		$242K Buy
649
+7
+1% +$2.66K 0.03% 345
2021
Q2 		$245K Buy
642
+70
+12% +$26.8K 0.03% 337
2021
Q1 		$205K Buy
+572
New +$184K 0.03% 347
2019
Q3 		– Sell
-207
Closed -$584 – 277
2019
Q2 		$584 Buy
+207
New +$56.5K 0.02% 349
2018
Q1 		– Sell
-1,110
Closed -$211K – 184
2017
Q4 		$211K Hold
1,110
– – 0.13% 160
2017
Q3 		$211K Hold
1,110
– – 0.13% 159
2017
Q2 		$209K Buy
+1,110
New +$199K 0.13% 159

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Meridian Wealth Management's ELV Position: Q2 2025 in Review

Meridian Wealth Management sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 748 shares — an estimated $326K sold.

Meridian Wealth Management first reported a position in ELV in Q2 2017 and held it in 20 quarters. The position peaked at $1.05M in Q3 2023. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Meridian Wealth Management reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 748 Elevance Health shares in Q2 2025, an estimated $326K.
  • Meridian Wealth Management first reported a position in Elevance Health in Q2 2017 and held it in 20 quarters.
  • Meridian Wealth Management's Elevance Health position peaked at $1.05M in Q3 2023.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Meridian Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.