RPWA
ELV icon

Regent Peak Wealth Advisors’s Elevance Health ELV Stock Holding History

Regent Peak Wealth 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 		$334K Sell
769
-20
-3% -$8.03K 0.08% 111
2024
Q4 		$291K Sell
789
-75
-9% -$31.4K 0.07% 127
2024
Q3 		$449K Buy
864
+2
+0.2% +$1.07K 0.1% 93
2024
Q2 		$467K Buy
862
+26
+3% +$13.7K 0.11% 91
2024
Q1 		$433K Buy
836
+14
+2% +$6.96K 0.11% 93
2023
Q4 		$388K Buy
822
+29
+4% +$13.4K 0.11% 96
2023
Q3 		$345K Buy
793
+5
+0.6% +$2.27K 0.11% 99
2023
Q2 		$350K Sell
788
-164
-17% -$75.7K 0.1% 96
2023
Q1 		$438K Buy
952
+15
+2% +$7.14K 0.14% 82
2022
Q4 		$481K Buy
937
+19
+2% +$9.65K 0.16% 85
2022
Q3 		$416K Buy
918
+3
+0.3% +$1.44K 0.15% 91
2022
Q2 		$441K Buy
915
+28
+3% +$13.9K 0.14% 93
2022
Q1 		$436K Buy
887
+11
+1% +$5.03K 0.13% 98
2021
Q4 		$406K Sell
876
-7
-0.8% -$2.94K 0.11% 104
2021
Q3 		$329K Buy
883
+14
+2% +$5.32K 0.09% 119
2021
Q2 		$334K Sell
869
-40
-4% -$15.3K 0.09% 118
2021
Q1 		$326K Buy
909
+27
+3% +$8.68K 0.11% 110
2020
Q4 		$283K Buy
+882
New +$271K 0.09% 113

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

Regent Peak Wealth Advisors's ELV Position: Q1 2025 in Review

Regent Peak Wealth Advisors reduced its Elevance Health (ELV) stake by 2.5% in Q1 2025, selling an estimated $8.03K and leaving 769 shares worth $334K. The position accounts for 0.08% of the portfolio, ranked #111.

Regent Peak Wealth Advisors first reported a position in ELV in Q4 2020 and has held it in 18 quarters since. The position peaked at $481K in Q4 2022. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Regent Peak Wealth Advisors held 769 shares of Elevance Health worth $334K as of Q1 2025.
  • Regent Peak Wealth Advisors sold 20 Elevance Health shares in Q1 2025, an estimated $8.03K.
  • Elevance Health made up 0.08% of Regent Peak Wealth Advisors's portfolio in Q1 2025, its #111 holding.
  • Regent Peak Wealth Advisors first reported a position in Elevance Health in Q4 2020 and has held it in 18 quarters since.
  • Regent Peak Wealth Advisors's Elevance Health position peaked at $481K in Q4 2022.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.