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Nicolet Advisory Services’s Elevance Health ELV Stock Holding History

Nicolet Advisory Services’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
-512
Closed -$223K – 412
2025
Q1 		$223K Buy
+512
New +$206K 0.02% 342

Other funds holding ELV

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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

Nicolet Advisory Services's ELV Position: Q2 2025 in Review

Nicolet Advisory Services sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 512 shares — an estimated $223K sold.

Nicolet Advisory Services first reported a position in ELV in Q1 2025 and held it in 1 quarter. The position peaked at $223K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Nicolet Advisory Services reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Nicolet Advisory Services sold 512 Elevance Health shares in Q2 2025, an estimated $223K.
  • Nicolet Advisory Services first reported a position in Elevance Health in Q1 2025 and held it in 1 quarter.
  • Nicolet Advisory Services's Elevance Health position peaked at $223K in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Nicolet Advisory Services's 13F filing for Q2 2025, filed 13 Aug 2025.