Ray Dalio’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-55,203
| Closed | -$17.8M | – | 1097 |
|
|
2025
Q3 | $17.8M | Sell |
55,203
-3,634
| -6% | -$1.13M | 0.07% | 224 |
|
|
2025
Q2 | $22.9M | Sell |
58,837
-24,504
| -29% | -$9.86M | 0.09% | 165 |
|
|
2025
Q1 | $36.3M | Sell |
83,341
-70,557
| -46% | -$28.3M | 0.17% | 115 |
|
|
2024
Q4 | $56.8M | Buy |
153,898
+91,849
| +148% | +$38.4M | 0.26% | 72 |
|
|
2024
Q3 | $32.3M | Buy |
62,049
+20,463
| +49% | +$10.9M | 0.18% | 108 |
|
|
2024
Q2 | $22.5M | Sell |
41,586
-21,754
| -34% | -$11.5M | 0.12% | 141 |
|
|
2024
Q1 | $32.8M | Sell |
63,340
-64,905
| -51% | -$32.3M | 0.17% | 104 |
|
|
2023
Q4 | $60.5M | Buy |
128,245
+32,942
| +35% | +$15.2M | 0.34% | 61 |
|
|
2023
Q3 | $41.5M | Buy |
95,303
+28,008
| +42% | +$12.7M | 0.25% | 79 |
|
|
2023
Q2 | $29.9M | Buy |
67,295
+32,908
| +96% | +$15.2M | 0.18% | 99 |
|
|
2023
Q1 | $15.8M | Sell |
34,387
-50,917
| -60% | -$24.2M | 0.1% | 155 |
|
|
2022
Q4 | $43.8M | Buy |
85,304
+37,582
| +79% | +$19.1M | 0.24% | 87 |
|
|
2022
Q3 | $21.7M | Sell |
47,722
-30,110
| -39% | -$14.4M | 0.11% | 148 |
|
|
2022
Q2 | $37.6M | Buy |
77,832
+42,365
| +119% | +$21M | 0.16% | 127 |
|
|
2022
Q1 | $17.4M | Buy |
35,467
+16,505
| +87% | +$7.54M | 0.07% | 199 |
|
|
2021
Q4 | $8.79M | Buy |
18,962
+16,779
| +769% | +$7.06M | 0.05% | 210 |
|
|
2021
Q3 | $814K | Buy |
+2,183
| New | +$830K | ﹤0.01% | 550 |
|
|
2020
Q3 | – | Sell |
-4,899
| Closed | -$1.29M | – | 462 |
|
|
2020
Q2 | $1.29M | Sell |
4,899
-2,268
| -32% | -$605K | 0.02% | 146 |
|
|
2020
Q1 | $1.63M | Buy |
+7,167
| New | +$1.95M | 0.03% | 146 |
|
|
2019
Q4 | – | Sell |
-129,345
| Closed | -$31.1M | – | 513 |
|
|
2019
Q3 | $31.1M | Buy |
129,345
+85,011
| +192% | +$23.3M | 0.27% | 40 |
|
|
2019
Q2 | $12.5M | Buy |
44,334
+23,117
| +109% | +$6.31M | 0.1% | 95 |
|
|
2019
Q1 | $6.09M | Buy |
+21,217
| New | +$6.14M | 0.04% | 124 |
|
|
2018
Q2 | – | Sell |
-7,493
| Closed | -$1.65M | – | 482 |
|
|
2018
Q1 | $1.65M | Buy |
+7,493
| New | +$1.76M | 0.02% | 200 |
|
|
2017
Q4 | – | Sell |
-6,199
| Closed | -$1.18M | – | 275 |
|
|
2017
Q3 | $1.18M | Buy |
+6,199
| New | +$1.18M | 0.01% | 211 |
|
|
2017
Q1 | – | Sell |
-74,604
| Closed | -$10.7M | – | 266 |
|
|
2016
Q4 | $10.7M | Sell |
74,604
-75
| -0.1% | -$10K | 0.1% | 68 |
|
|
2016
Q3 | $9.36M | Buy |
74,679
+31,679
| +74% | +$4.09M | 0.09% | 78 |
|
|
2016
Q2 | $5.65M | Buy |
43,000
+24,100
| +128% | +$3.3M | 0.07% | 119 |
|
|
2016
Q1 | $2.63M | Buy |
+18,900
| New | +$2.53M | 0.03% | 177 |
|
|
2015
Q4 | – | Sell |
-36,141
| Closed | -$5.06M | – | 316 |
|
|
2015
Q3 | $5.06M | Buy |
36,141
+2,600
| +8% | +$391K | 0.07% | 132 |
|
|
2015
Q2 | $5.5M | Buy |
33,541
+14,000
| +72% | +$2.24M | 0.05% | 93 |
|
|
2015
Q1 | $3.02M | Sell |
19,541
-7,600
| -28% | -$1.08M | 0.02% | 166 |
|
|
2014
Q4 | $3.41M | Buy |
+27,141
| New | +$3.35M | 0.03% | 155 |
|
|
2014
Q3 | – | Sell |
-18,926
| Closed | -$2.04M | – | 385 |
|
|
2014
Q2 | $2.04M | Buy |
18,926
+2,900
| +18% | +$299K | 0.02% | 178 |
|
|
2014
Q1 | $1.59M | Buy |
+16,026
| New | +$1.45M | 0.01% | 203 |
|
|
2013
Q4 | – | Sell |
-59,026
| Closed | -$4.93M | – | 314 |
|
|
2013
Q3 | $4.93M | Buy |
59,026
+22,900
| +63% | +$1.96M | 0.04% | 93 |
|
|
2013
Q2 | $2.96M | Buy |
+36,126
| New | +$2.7M | 0.03% | 127 |
|
Other funds holding ELV
Ray Dalio's ELV Position: Q4 2025 in Review
Ray Dalio sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 55,203 shares — an estimated $17.8M sold.
Ray Dalio first reported a position in ELV in Q2 2013 and held it in 36 quarters. The position peaked at $60.5M in Q4 2023. 1,554 funds tracked by Wall St. Rank hold ELV as of Q4 2025.
- Ray Dalio reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
- Ray Dalio sold 55,203 Elevance Health shares in Q4 2025, an estimated $17.8M.
- Ray Dalio first reported a position in Elevance Health in Q2 2013 and held it in 36 quarters.
- Ray Dalio's Elevance Health position peaked at $60.5M in Q4 2023.
- 1,554 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.
Based on Bridgewater Associates's 13F filing for Q4 2025, filed 13 Feb 2026.