AWL
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AFFINITY WEALTH LLC’s Elevance Health ELV Stock Holding History

AFFINITY WEALTH LLC’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
-60
Closed -$23.3K – 61
2025
Q2 		$23.3K Hold
60
– – 0.02% 26
2025
Q1 		$26.1K Buy
+60
New +$24.1K 0.03% 17

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

AFFINITY WEALTH LLC's ELV Position: Q3 2025 in Review

AFFINITY WEALTH LLC sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 60 shares — an estimated $23.3K sold.

AFFINITY WEALTH LLC first reported a position in ELV in Q1 2025 and held it in 2 quarters. The position peaked at $26.1K in Q1 2025. 1,511 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • AFFINITY WEALTH LLC reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • AFFINITY WEALTH LLC sold 60 Elevance Health shares in Q3 2025, an estimated $23.3K.
  • AFFINITY WEALTH LLC first reported a position in Elevance Health in Q1 2025 and held it in 2 quarters.
  • AFFINITY WEALTH LLC's Elevance Health position peaked at $26.1K in Q1 2025.
  • 1,511 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on AFFINITY WEALTH LLC's 13F filing for Q3 2025, filed 26 Aug 2026.