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Mid-American Wealth Advisory Group’s Elevance Health ELV Stock Holding History

Mid-American Wealth Advisory 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
Q3 		– Sell
-35
Closed -$13.6K – 124
2025
Q2 		$13.6K Buy
+35
New +$14.1K 0.01% 141

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Mid-American Wealth Advisory Group's ELV Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 35 shares — an estimated $13.6K sold.

Mid-American Wealth Advisory Group first reported a position in ELV in Q2 2025 and held it in 1 quarter. The position peaked at $13.6K in Q2 2025. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 35 Elevance Health shares in Q3 2025, an estimated $13.6K.
  • Mid-American Wealth Advisory Group first reported a position in Elevance Health in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Elevance Health position peaked at $13.6K in Q2 2025.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.