PFM
ELV icon

Phillips Financial Management’s Elevance Health ELV Stock Holding History

Phillips Financial 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 		– Sell
-463
Closed -$201K – 282
2025
Q1 		$201K Buy
+463
New +$186K 0.02% 179
2024
Q4 		– Sell
-499
Closed -$259K – 263
2024
Q3 		$259K Buy
499
+2
+0.4% +$1.07K 0.02% 162
2024
Q2 		$269K Buy
497
+13
+3% +$6.87K 0.02% 156
2024
Q1 		$251K Buy
484
+8
+2% +$3.98K 0.02% 160
2023
Q4 		$224K Buy
+476
New +$220K 0.02% 160
2023
Q3 		– Sell
-463
Closed -$206K – 240
2023
Q2 		$206K Buy
463
+9
+2% +$4.15K 0.02% 157
2023
Q1 		$209K Buy
454
+1
+0.2% +$476 0.02% 156
2022
Q4 		$232K Buy
453
+11
+2% +$5.58K 0.02% 141
2022
Q3 		$201K Buy
+442
New +$211K 0.02% 142
2022
Q2 		– Sell
-410
Closed -$201K – 114
2022
Q1 		$201K Buy
+410
New +$187K 0.02% 139

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

Phillips Financial Management's ELV Position: Q2 2025 in Review

Phillips Financial Management sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 463 shares — an estimated $201K sold.

Phillips Financial Management first reported a position in ELV in Q1 2022 and held it in 10 quarters. The position peaked at $269K in Q2 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Phillips Financial Management reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Phillips Financial Management sold 463 Elevance Health shares in Q2 2025, an estimated $201K.
  • Phillips Financial Management first reported a position in Elevance Health in Q1 2022 and held it in 10 quarters.
  • Phillips Financial Management's Elevance Health position peaked at $269K in Q2 2024.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Phillips Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.