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Moors & Cabot’s Elevance Health ELV Stock Holding History

Moors & Cabot’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
-745
Closed -$290K – 921
2025
Q2 		$290K Buy
745
+49
+7% +$19.7K 0.01% 661
2025
Q1 		$303K Sell
696
-535
-43% -$215K 0.02% 638
2024
Q4 		$454K Sell
1,231
-767
-38% -$321K 0.02% 522
2024
Q3 		$1.04M Sell
1,998
-9
-0.4% -$4.81K 0.05% 324
2024
Q2 		$1.09M Sell
2,007
-180
-8% -$95.1K 0.06% 286
2024
Q1 		$1.13M Buy
2,187
+61
+3% +$30.3K 0.06% 282
2023
Q4 		$1M Buy
2,126
+89
+4% +$41.2K 0.06% 282
2023
Q3 		$887K Buy
2,037
+468
+30% +$212K 0.06% 282
2023
Q2 		$697K Buy
1,569
+271
+21% +$125K 0.05% 350
2023
Q1 		$597K Buy
1,298
+227
+21% +$108K 0.04% 378
2022
Q4 		$549K Buy
1,071
+527
+97% +$268K 0.04% 398
2022
Q3 		$247K Buy
+544
New +$260K 0.02% 632
2022
Q2 		– Sell
-510
Closed -$251K – 850
2022
Q1 		$251K Buy
+510
New +$233K 0.02% 695

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
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

Moors & Cabot's ELV Position: Q3 2025 in Review

Moors & Cabot sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 745 shares — an estimated $290K sold.

Moors & Cabot first reported a position in ELV in Q1 2022 and held it in 13 quarters. The position peaked at $1.13M in Q1 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Moors & Cabot reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Moors & Cabot sold 745 Elevance Health shares in Q3 2025, an estimated $290K.
  • Moors & Cabot first reported a position in Elevance Health in Q1 2022 and held it in 13 quarters.
  • Moors & Cabot's Elevance Health position peaked at $1.13M in Q1 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Moors & Cabot's 13F filing for Q3 2025, filed 14 Nov 2025.