Northwest Capital Management’s Elevance Health ELV Stock Holding History

Northwest Capital 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 Q4	–	Sell	-26	Closed	-$8.4K	–	134
2025 Q3	$8.4K	Hold	26	–	–	0.01%	199
2025 Q2	$10.1K	Hold	26	–	–	0.01%	271
2025 Q1	$11.3K	Hold	26	–	–	﹤0.01%	304
2024 Q4	$9.59K	Hold	26	–	–	﹤0.01%	314
2024 Q3	$13.5K	Hold	26	–	–	﹤0.01%	297
2024 Q2	$14.1K	Hold	26	–	–	0.01%	281
2024 Q1	$13.5K	Hold	26	–	–	﹤0.01%	353
2023 Q4	$12.3K	Hold	26	–	–	﹤0.01%	351
2023 Q3	$11.3K	Hold	26	–	–	﹤0.01%	349
2023 Q2	$11.6K	Buy	+26	New	+$12K	﹤0.01%	355

Other funds holding ELV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Northwest Capital Management's ELV Position: Q4 2025 in Review

Northwest Capital Management sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 26 shares — an estimated $8.4K sold.

Northwest Capital Management first reported a position in ELV in Q2 2023 and held it in 10 quarters. The position peaked at $14.1K in Q2 2024. 1,555 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

Northwest Capital Management reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 26 Elevance Health shares in Q4 2025, an estimated $8.4K.
Northwest Capital Management first reported a position in Elevance Health in Q2 2023 and held it in 10 quarters.
Northwest Capital Management's Elevance Health position peaked at $14.1K in Q2 2024.
1,555 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.