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Realta Investment Advisors’s Elevance Health ELV Stock Holding History

Realta Investment 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
Q1 		– Sell
-1,395
Closed -$518K – 332
2024
Q4 		$518K Sell
1,395
-8
-0.6% -$3.35K 0.21% 103
2024
Q3 		$714K Sell
1,403
-1,435
-51% -$767K 0.33% 72
2024
Q2 		$1.54M Buy
2,838
+120
+4% +$63.4K 0.3% 74
2024
Q1 		$1.41M Buy
2,718
+36
+1% +$17.9K 0.29% 82
2023
Q4 		$1.26M Buy
2,682
+5
+0.2% +$2.31K 0.29% 86
2023
Q3 		$1.19M Hold
2,677
– – 0.27% 85
2023
Q2 		$1.19M Buy
2,677
+521
+24% +$240K 0.26% 87
2023
Q1 		$991K Buy
2,156
+251
+13% +$119K 0.24% 106
2022
Q4 		$977K Buy
1,905
+15
+0.8% +$7.62K 0.24% 103
2022
Q3 		$859K Buy
1,890
+1,296
+218% +$620K 0.23% 114
2022
Q2 		$289K Buy
594
+180
+43% +$89K 0.07% 277
2022
Q1 		$204K Buy
+414
New +$189K 0.04% 394
2020
Q1 		– Sell
-63
Closed -$19K – 603
2019
Q4 		$19K Buy
63
+16
+34% +$4.4K 0.01% 940
2019
Q3 		$11K Sell
47
-444
-90% -$122K ﹤0.01% 1084
2019
Q2 		$139K Buy
491
+444
+945% +$121K 0.04% 410
2019
Q1 		$13K Buy
+47
New +$13.6K 0.01% 857

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

Realta Investment Advisors's ELV Position: Q1 2025 in Review

Realta Investment Advisors sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 1,395 shares — an estimated $518K sold.

Realta Investment Advisors first reported a position in ELV in Q1 2019 and held it in 16 quarters. The position peaked at $1.54M in Q2 2024. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Realta Investment Advisors reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 1,395 Elevance Health shares in Q1 2025, an estimated $518K.
  • Realta Investment Advisors first reported a position in Elevance Health in Q1 2019 and held it in 16 quarters.
  • Realta Investment Advisors's Elevance Health position peaked at $1.54M in Q2 2024.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.