PAS
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Parsonex Advisory Services’s Elevance Health ELV Stock Holding History

Parsonex Advisory Services’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
-603
Closed -$235K – 103
2025
Q2 		$235K Buy
+603
New +$243K 0.2% 90

Other funds holding ELV

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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

Parsonex Advisory Services's ELV Position: Q3 2025 in Review

Parsonex Advisory Services sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 603 shares — an estimated $235K sold.

Parsonex Advisory Services first reported a position in ELV in Q2 2025 and held it in 1 quarter. The position peaked at $235K in Q2 2025. 1,511 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Parsonex Advisory Services reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Parsonex Advisory Services sold 603 Elevance Health shares in Q3 2025, an estimated $235K.
  • Parsonex Advisory Services first reported a position in Elevance Health in Q2 2025 and held it in 1 quarter.
  • Parsonex Advisory Services's Elevance Health position peaked at $235K in Q2 2025.
  • 1,511 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Parsonex Advisory Services's 13F filing for Q3 2025, filed 12 Feb 2026.