Quantum Financial Advisors’s Elevance Health ELV Stock Holding History

Quantum 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	-551	Closed	-$214K	–	206
2025 Q2	$214K	Hold	551	–	–	0.03%	170
2025 Q1	$240K	Sell	551 -1	-0.2%	-$401	0.04%	146
2024 Q4	$204K	Hold	552	–	–	0.03%	181
2024 Q3	$287K	Sell	552 -25	-4%	-$13.4K	0.04%	131
2024 Q2	$313K	Hold	577	–	–	0.05%	114
2024 Q1	$299K	Sell	577 -2	-0.3%	-$995	0.06%	117
2023 Q4	$273K	Hold	579	–	–	0.07%	87
2023 Q3	$252K	Hold	579	–	–	0.07%	90
2023 Q2	$257K	Hold	579	–	–	0.08%	74
2023 Q1	$266K	Hold	579	–	–	0.08%	70
2022 Q4	$297K	Buy	579 +1	+0.2%	+$508	0.13%	58
2022 Q3	$262K	Hold	578	–	–	0.12%	55
2022 Q2	$278K	Buy	+578	New	+$286K	0.1%	65

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Quantum Financial Advisors sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 551 shares — an estimated $214K sold.

Quantum Financial Advisors first reported a position in ELV in Q2 2022 and held it in 13 quarters. The position peaked at $313K in Q2 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

Quantum Financial Advisors reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
Quantum Financial Advisors sold 551 Elevance Health shares in Q3 2025, an estimated $214K.
Quantum Financial Advisors first reported a position in Elevance Health in Q2 2022 and held it in 13 quarters.
Quantum Financial Advisors's Elevance Health position peaked at $313K in Q2 2024.
1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Quantum Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.