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Milestone Asset Management’s Elevance Health ELV Stock Holding History

Milestone Asset 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
-1,122
Closed -$488K – 213
2025
Q1 		$488K Buy
1,122
+24
+2% +$9.63K 0.1% 140
2024
Q4 		$405K Buy
1,098
+297
+37% +$124K 0.09% 178
2024
Q3 		$417K Buy
801
+19
+2% +$10.2K 0.09% 150
2024
Q2 		$424K Buy
782
+64
+9% +$33.8K 0.11% 143
2024
Q1 		$372K Buy
718
+215
+43% +$107K 0.11% 123
2023
Q4 		$237K Buy
503
+30
+6% +$13.9K 0.08% 73
2023
Q3 		$208K Buy
+473
New +$215K 0.07% 80

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

Milestone Asset Management's ELV Position: Q2 2025 in Review

Milestone Asset Management sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 1,122 shares — an estimated $488K sold.

Milestone Asset Management first reported a position in ELV in Q3 2023 and held it in 7 quarters. The position peaked at $488K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Milestone Asset Management reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Milestone Asset Management sold 1,122 Elevance Health shares in Q2 2025, an estimated $488K.
  • Milestone Asset Management first reported a position in Elevance Health in Q3 2023 and held it in 7 quarters.
  • Milestone Asset Management's Elevance Health position peaked at $488K in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Milestone Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.