Red Tortoise LLC’s Elevance Health ELV Stock Holding History

Red Tortoise LLC’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	-24	Closed	-$10.4K	–	619
2025 Q1	$10.4K	Buy	+24	New	+$9.63K	0.01%	235

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

Red Tortoise LLC's ELV Position: Q2 2025 in Review

Red Tortoise LLC sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 24 shares — an estimated $10.4K sold.

Red Tortoise LLC first reported a position in ELV in Q1 2025 and held it in 1 quarter. The position peaked at $10.4K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Red Tortoise LLC reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Red Tortoise LLC sold 24 Elevance Health shares in Q2 2025, an estimated $10.4K.
Red Tortoise LLC first reported a position in Elevance Health in Q1 2025 and held it in 1 quarter.
Red Tortoise LLC's Elevance Health position peaked at $10.4K in Q1 2025.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Red Tortoise LLC's 13F filing for Q2 2025, filed 22 Jul 2025.