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Peterson Wealth Services’s Elevance Health ELV Stock Holding History

Peterson Wealth 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
-3
Closed -$1.17K – 220
2025
Q2 		$1.17K Buy
+3
New +$1.21K ﹤0.01% 201

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State Street
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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

Peterson Wealth Services's ELV Position: Q3 2025 in Review

Peterson Wealth Services sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 3 shares — an estimated $1.17K sold.

Peterson Wealth Services first reported a position in ELV in Q2 2025 and held it in 1 quarter. The position peaked at $1.17K in Q2 2025. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Peterson Wealth Services reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 3 Elevance Health shares in Q3 2025, an estimated $1.17K.
  • Peterson Wealth Services first reported a position in Elevance Health in Q2 2025 and held it in 1 quarter.
  • Peterson Wealth Services's Elevance Health position peaked at $1.17K in Q2 2025.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Peterson Wealth Services's 13F filing for Q3 2025, filed 4 Nov 2025.