Morton Brown Family Wealth’s Elevance Health ELV Stock Holding History

Morton Brown Family Wealth’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	-14	Closed	-$5.45K	–	285
2025 Q2	$5.45K	Hold	14	–	–	﹤0.01%	234
2025 Q1	$6.09K	Hold	14	–	–	﹤0.01%	223
2024 Q4	$5.17K	Hold	14	–	–	﹤0.01%	202
2024 Q3	$7.28K	Hold	14	–	–	﹤0.01%	182
2024 Q2	$7.07K	Hold	14	–	–	﹤0.01%	169
2024 Q1	$7.26K	Hold	14	–	–	﹤0.01%	167
2023 Q4	$6.6K	Hold	14	–	–	﹤0.01%	202
2023 Q3	$6.1K	Hold	14	–	–	﹤0.01%	143
2023 Q2	$6.22K	Hold	14	–	–	﹤0.01%	137
2023 Q1	$6.44K	Hold	14	–	–	﹤0.01%	152
2022 Q4	$7.18K	Sell	14 -3	-18%	-$1.52K	﹤0.01%	123
2022 Q3	$8K	Buy	17 +3	+21%	+$1.44K	0.01%	122
2022 Q2	$7K	Hold	14	–	–	0.01%	121
2022 Q1	$7K	Sell	14 -8	-36%	-$3.66K	0.01%	113
2021 Q4	$10K	Buy	+22	New	+$9.26K	0.01%	120

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morton Brown Family Wealth's ELV Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 14 shares — an estimated $5.45K sold.

Morton Brown Family Wealth first reported a position in ELV in Q4 2021 and held it in 15 quarters. The position peaked at $10K in Q4 2021. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

Morton Brown Family Wealth reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 14 Elevance Health shares in Q3 2025, an estimated $5.45K.
Morton Brown Family Wealth first reported a position in Elevance Health in Q4 2021 and held it in 15 quarters.
Morton Brown Family Wealth's Elevance Health position peaked at $10K in Q4 2021.
1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.