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Professional Financial Advisors’s Elevance Health ELV Stock Holding History

Professional Financial Advisors’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
-3,840
Closed -$1.49M – 126
2025
Q2 		$1.49M Buy
3,840
+64
+2% +$25.7K 0.35% 50
2025
Q1 		$1.64M Buy
3,776
+925
+32% +$371K 0.42% 39
2024
Q4 		$1.05M Buy
2,851
+471
+20% +$197K 0.27% 58
2024
Q3 		$1.24M Buy
+2,380
New +$1.27M 0.32% 53
2022
Q4 		– Sell
-164
Closed -$74K – 185
2022
Q3 		$74K Sell
164
-1,445
-90% -$691K 0.05% 119
2022
Q2 		$776K Buy
+1,609
New +$796K 0.43% 49

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 $60.8B AUM 26.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Professional Financial Advisors's ELV Position: Q3 2025 in Review

Professional Financial Advisors sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 3,840 shares — an estimated $1.49M sold.

Professional Financial Advisors first reported a position in ELV in Q2 2022 and held it in 6 quarters. The position peaked at $1.64M in Q1 2025. 1,511 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Professional Financial Advisors reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Professional Financial Advisors sold 3,840 Elevance Health shares in Q3 2025, an estimated $1.49M.
  • Professional Financial Advisors first reported a position in Elevance Health in Q2 2022 and held it in 6 quarters.
  • Professional Financial Advisors's Elevance Health position peaked at $1.64M in Q1 2025.
  • 1,511 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Professional Financial Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.