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ORG Partners’s Elevance Health ELV Stock Holding History

ORG Partners’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 		$37.9K Buy
108
+59
+120% +$19.9K 0.01% 638
2025
Q3 		$15.8K Sell
49
-6
-11% -$1.87K ﹤0.01% 857
2025
Q2 		$21.8K Buy
+55
New +$22.1K ﹤0.01% 732
2025
Q1 		– Sell
-82
Closed -$30.2K – 1461
2024
Q4 		$30.2K Sell
82
-37
-31% -$15.5K ﹤0.01% 654
2024
Q3 		$61.9K Hold
119
– – 0.01% 474
2024
Q2 		$63.6K Buy
119
+103
+644% +$54.4K 0.01% 734
2024
Q1 		$8.26K Sell
16
-69
-81% -$34.3K 0.02% 303
2023
Q4 		$40.1K Buy
+85
New +$39.3K 0.01% 570

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

ORG Partners's ELV Position: Q4 2025 in Review

ORG Partners increased its Elevance Health (ELV) stake by 120% in Q4 2025, buying an estimated $19.9K and bringing the position to 108 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #638.

ORG Partners first reported a position in ELV in Q4 2023 and has held it in 8 quarters since. The position peaked at $63.6K in Q2 2024. 1,553 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • ORG Partners held 108 shares of Elevance Health worth $37.9K as of Q4 2025.
  • ORG Partners bought 59 Elevance Health shares in Q4 2025, an estimated $19.9K.
  • Elevance Health made up 0.01% of ORG Partners's portfolio in Q4 2025, its #638 holding.
  • ORG Partners first reported a position in Elevance Health in Q4 2023 and has held it in 8 quarters since.
  • ORG Partners's Elevance Health position peaked at $63.6K in Q2 2024.
  • 1,553 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.