Okabena Investment Services’s Elevance Health ELV Stock Holding History

Okabena Investment 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	-3,119	Closed	-$1.36M	–	129
2025 Q1	$1.36M	Buy	+3,119	New	+$1.25M	0.34%	56
2024 Q3	–	Sell	-977	Closed	-$529K	–	111
2024 Q2	$529K	Sell	977 -314	-24%	-$166K	0.17%	84
2024 Q1	$669K	Sell	1,291 -145	-10%	-$72.1K	0.22%	78
2023 Q4	$677K	Sell	1,436 -78	-5%	-$36.1K	0.26%	74
2023 Q3	$659K	Sell	1,514 -103	-6%	-$46.7K	0.51%	46
2023 Q2	$718K	Buy	+1,617	New	+$746K	0.53%	50
2020 Q1	–	Sell	-2,973	Closed	-$898K	–	73
2019 Q4	$898K	Buy	+2,973	New	+$818K	0.83%	46

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Okabena Investment Services's ELV Position: Q2 2025 in Review

Okabena Investment Services sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 3,119 shares — an estimated $1.36M sold.

Okabena Investment Services first reported a position in ELV in Q4 2019 and held it in 7 quarters. The position peaked at $1.36M in Q1 2025. 1,590 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Okabena Investment Services reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Okabena Investment Services sold 3,119 Elevance Health shares in Q2 2025, an estimated $1.36M.
Okabena Investment Services first reported a position in Elevance Health in Q4 2019 and held it in 7 quarters.
Okabena Investment Services's Elevance Health position peaked at $1.36M in Q1 2025.
1,590 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Okabena Investment Services's 13F filing for Q2 2025, filed 13 Aug 2025.