PSI Advisors’s Elevance Health ELV Stock Holding History

PSI 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 Q2	–	Sell	-52	Closed	-$22.6K	–	259
2025 Q1	$22.6K	Hold	52	–	–	0.01%	357
2024 Q4	$19.2K	Hold	52	–	–	0.01%	426
2024 Q3	$27K	Buy	+52	New	+$27.8K	0.01%	368
2024 Q2	–	Sell	-42	Closed	-$21.8K	–	882
2024 Q1	$21.8K	Hold	42	–	–	0.01%	384
2023 Q4	$19.8K	Hold	42	–	–	0.01%	418
2023 Q3	$18.3K	Buy	42 +7	+20%	+$3.17K	0.01%	405
2023 Q2	$15.6K	Hold	35	–	–	0.01%	426
2023 Q1	$16.1K	Hold	35	–	–	0.01%	368
2022 Q4	$18K	Sell	35 -295	-89%	-$150K	0.01%	336
2022 Q3	$150K	Hold	330	–	–	0.08%	134
2022 Q2	$159K	Hold	330	–	–	0.08%	137
2022 Q1	$162K	Hold	330	–	–	0.07%	149
2021 Q4	$153K	Hold	330	–	–	0.06%	164
2021 Q3	$123K	Buy	+330	New	+$125K	0.06%	180

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

PSI Advisors's ELV Position: Q2 2025 in Review

PSI Advisors sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 52 shares — an estimated $22.6K sold.

PSI Advisors first reported a position in ELV in Q3 2021 and held it in 14 quarters. The position peaked at $162K in Q1 2022. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

PSI Advisors reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 52 Elevance Health shares in Q2 2025, an estimated $22.6K.
PSI Advisors first reported a position in Elevance Health in Q3 2021 and held it in 14 quarters.
PSI Advisors's Elevance Health position peaked at $162K in Q1 2022.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.