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Outlook Wealth Advisors’s Elevance Health ELV Stock Holding History

Outlook Wealth 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
Q3 		– Sell
-1,680
Closed -$653K – 300
2025
Q2 		$653K Buy
1,680
+5
+0.3% +$2.01K 0.17% 120
2025
Q1 		$728K Sell
1,675
-6
-0.4% -$2.41K 0.2% 99
2024
Q4 		$620K Buy
1,681
+7
+0.4% +$2.93K 0.18% 115
2024
Q3 		$871K Sell
1,674
-19
-1% -$10.2K 0.25% 79
2024
Q2 		$918K Sell
1,693
-18
-1% -$9.51K 0.29% 70
2024
Q1 		$887K Sell
1,711
-90
-5% -$44.8K 0.27% 74
2023
Q4 		$849K Sell
1,801
-301
-14% -$139K 0.3% 66
2023
Q3 		$915K Buy
2,102
+39
+2% +$17.7K 0.35% 67
2023
Q2 		$917K Buy
2,063
+276
+15% +$127K 0.35% 68
2023
Q1 		$822K Buy
1,787
+1,322
+284% +$629K 0.37% 65
2022
Q4 		$239K Hold
465
– – 0.11% 155
2022
Q3 		$211K Hold
465
– – 0.09% 171
2022
Q2 		$224K Buy
465
+11
+2% +$5.44K 0.09% 177
2022
Q1 		$223K Sell
454
-9
-2% -$4.11K 0.07% 189
2021
Q4 		$215K Buy
+463
New +$195K 0.06% 193

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Outlook Wealth Advisors's ELV Position: Q3 2025 in Review

Outlook Wealth Advisors sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 1,680 shares — an estimated $653K sold.

Outlook Wealth Advisors first reported a position in ELV in Q4 2021 and held it in 15 quarters. The position peaked at $918K in Q2 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Outlook Wealth Advisors reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 1,680 Elevance Health shares in Q3 2025, an estimated $653K.
  • Outlook Wealth Advisors first reported a position in Elevance Health in Q4 2021 and held it in 15 quarters.
  • Outlook Wealth Advisors's Elevance Health position peaked at $918K in Q2 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Outlook Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.