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Parkworth Wealth Management’s Elevance Health ELV Stock Holding History

Parkworth 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 		$1.17K Hold
3
– – ﹤0.01% 372
2025
Q1 		$1.3K Hold
3
– – ﹤0.01% 220
2024
Q4 		$1.11K Buy
+3
New +$1.25K ﹤0.01% 266

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Parkworth Wealth Management held its Elevance Health (ELV) position steady in Q2 2025 at 3 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Parkworth Wealth Management first reported a position in ELV in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.3K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of Elevance Health worth $1.17K as of Q2 2025.
  • Parkworth Wealth Management left its Elevance Health share count unchanged in Q2 2025.
  • Elevance Health made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #372 holding.
  • Parkworth Wealth Management first reported a position in Elevance Health in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Elevance Health position peaked at $1.3K in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.