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Operose Advisors’s Elevance Health ELV Stock Holding History

Operose Advisors’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
-10
Closed -$4.35K – 413
2025
Q1 		$4.35K Hold
10
– – ﹤0.01% 351
2024
Q4 		$3.69K Sell
10
-118
-92% -$49.4K ﹤0.01% 373
2024
Q3 		$66.6K Buy
128
+10
+8% +$5.34K 0.02% 231
2024
Q2 		$63.9K Hold
118
– – 0.02% 215
2024
Q1 		$61.2K Hold
118
– – 0.02% 230
2023
Q4 		$55.6K Sell
118
-136
-54% -$62.9K 0.02% 214
2023
Q3 		$111K Buy
+254
New +$115K 0.04% 196

Other funds holding ELV

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

Operose Advisors's ELV Position: Q2 2025 in Review

Operose Advisors sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 10 shares — an estimated $4.35K sold.

Operose Advisors first reported a position in ELV in Q3 2023 and held it in 7 quarters. The position peaked at $111K in Q3 2023. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Operose Advisors reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Operose Advisors sold 10 Elevance Health shares in Q2 2025, an estimated $4.35K.
  • Operose Advisors first reported a position in Elevance Health in Q3 2023 and held it in 7 quarters.
  • Operose Advisors's Elevance Health position peaked at $111K in Q3 2023.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Operose Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.