PCP
ELV icon

Pacific Capital Partners’s Elevance Health ELV Stock Holding History

Pacific Capital 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
Q3 		– Sell
-6,500
Closed -$2.53M – 38
2025
Q2 		$2.53M Sell
6,500
-6,000
-48% -$2.41M 2.37% 16
2025
Q1 		$5.44M Hold
12,500
– – 3.44% 13
2024
Q4 		$4.61M Sell
12,500
-250
-2% -$105K 2.71% 14
2024
Q3 		$6.63M Sell
12,750
-375
-3% -$200K 3.88% 11
2024
Q2 		$7.11M Buy
13,125
+625
+5% +$330K 4.71% 4
2024
Q1 		$6.48M Buy
12,500
+500
+4% +$249K 4.24% 8
2023
Q4 		$5.66M Sell
12,000
-1,750
-13% -$809K 4.27% 8
2023
Q3 		$5.99M Buy
+13,750
New +$6.24M 3.62% 9

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Pacific Capital Partners's ELV Position: Q3 2025 in Review

Pacific Capital Partners sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 6,500 shares — an estimated $2.53M sold.

Pacific Capital Partners first reported a position in ELV in Q3 2023 and held it in 8 quarters. The position peaked at $7.11M in Q2 2024. 1,511 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Pacific Capital Partners reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Pacific Capital Partners sold 6,500 Elevance Health shares in Q3 2025, an estimated $2.53M.
  • Pacific Capital Partners first reported a position in Elevance Health in Q3 2023 and held it in 8 quarters.
  • Pacific Capital Partners's Elevance Health position peaked at $7.11M in Q2 2024.
  • 1,511 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Pacific Capital Partners's 13F filing for Q3 2025, filed 27 Oct 2025.