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Prosperity Financial Group’s Elevance Health ELV Stock Holding History

Prosperity Financial Group’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
Q1 		– Sell
-964
Closed -$356K – 173
2024
Q4 		$356K Buy
964
+91
+10% +$38.1K 0.18% 111
2024
Q3 		$454K Buy
873
+104
+14% +$55.6K 0.25% 92
2024
Q2 		$417K Buy
769
+32
+4% +$16.9K 0.26% 87
2024
Q1 		$382K Buy
737
+32
+5% +$15.9K 0.24% 93
2023
Q4 		$332K Buy
705
+25
+4% +$11.6K 0.23% 87
2023
Q3 		$296K Buy
680
+25
+4% +$11.3K 0.24% 80
2023
Q2 		$291K Buy
655
+49
+8% +$22.6K 0.26% 88
2023
Q1 		$279K Buy
+606
New +$288K 0.28% 73

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Prosperity Financial Group's ELV Position: Q1 2025 in Review

Prosperity Financial Group sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 964 shares — an estimated $356K sold.

Prosperity Financial Group first reported a position in ELV in Q1 2023 and held it in 8 quarters. The position peaked at $454K in Q3 2024. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Prosperity Financial Group reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Prosperity Financial Group sold 964 Elevance Health shares in Q1 2025, an estimated $356K.
  • Prosperity Financial Group first reported a position in Elevance Health in Q1 2023 and held it in 8 quarters.
  • Prosperity Financial Group's Elevance Health position peaked at $454K in Q3 2024.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Prosperity Financial Group's 13F filing for Q1 2025, filed 15 May 2025.