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Owen LaRue’s Elevance Health ELV Stock Holding History

Owen LaRue’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
Q1 		– Sell
-600
Closed -$221K – 99
2024
Q4 		$221K Hold
600
– – 0.12% 84
2024
Q3 		$312K Hold
600
– – 0.17% 78
2024
Q2 		$325K Sell
600
-100
-14% -$52.9K 0.2% 66
2024
Q1 		$363K Hold
700
– – 0.23% 59
2023
Q4 		$330K Hold
700
– – 0.31% 55
2023
Q3 		$305K Hold
700
– – 0.34% 53
2023
Q2 		$311K Sell
700
-384
-35% -$177K 0.33% 56
2023
Q1 		$526K Hold
1,084
– – 0.57% 40
2022
Q4 		$526K Buy
+1,084
New +$550K 0.57% 40

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Owen LaRue's ELV Position: Q1 2025 in Review

Owen LaRue sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 600 shares — an estimated $221K sold.

Owen LaRue first reported a position in ELV in Q4 2022 and held it in 9 quarters. The position peaked at $526K in Q1 2023. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Owen LaRue reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Owen LaRue sold 600 Elevance Health shares in Q1 2025, an estimated $221K.
  • Owen LaRue first reported a position in Elevance Health in Q4 2022 and held it in 9 quarters.
  • Owen LaRue's Elevance Health position peaked at $526K in Q1 2023.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Owen LaRue's 13F filing for Q1 2025, filed 12 May 2025.