Orgel Wealth Management’s Elevance Health ELV Stock Holding History

Orgel Wealth 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 Q2	–	Sell	-485	Closed	-$211K	–	87
2025 Q1	$211K	Buy	+485	New	+$195K	0.01%	80
2024 Q4	–	Sell	-485	Closed	-$252K	–	87
2024 Q3	$252K	Hold	485	–	–	0.01%	76
2024 Q2	$263K	Hold	485	–	–	0.01%	68
2024 Q1	$251K	Hold	485	–	–	0.01%	74
2023 Q4	$229K	Hold	485	–	–	0.01%	81
2023 Q3	$211K	Hold	485	–	–	0.01%	77
2023 Q2	$215K	Hold	485	–	–	0.01%	72
2023 Q1	$223K	Hold	485	–	–	0.01%	69
2022 Q4	$249K	Hold	485	–	–	0.01%	67
2022 Q3	$220K	Hold	485	–	–	0.01%	62
2022 Q2	$234K	Hold	485	–	–	0.01%	61
2022 Q1	$238K	Hold	485	–	–	0.02%	57
2021 Q4	$225K	Buy	+485	New	+$204K	0.02%	60

Other funds holding ELV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Orgel Wealth Management's ELV Position: Q2 2025 in Review

Orgel Wealth Management sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 485 shares — an estimated $211K sold.

Orgel Wealth Management first reported a position in ELV in Q4 2021 and held it in 13 quarters. The position peaked at $263K in Q2 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Orgel Wealth Management reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Orgel Wealth Management sold 485 Elevance Health shares in Q2 2025, an estimated $211K.
Orgel Wealth Management first reported a position in Elevance Health in Q4 2021 and held it in 13 quarters.
Orgel Wealth Management's Elevance Health position peaked at $263K in Q2 2024.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Orgel Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.