Relyea Zuckerberg Hanson’s Elevance Health ELV Stock Holding History

Relyea Zuckerberg Hanson’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	-593	Closed	-$258K	–	265
2025 Q1	$258K	Buy	+593	New	+$238K	0.03%	220
2024 Q4	–	Sell	-521	Closed	-$271K	–	259
2024 Q3	$271K	Sell	521 -18	-3%	-$9.62K	0.04%	207
2024 Q2	$292K	Buy	539 +67	+14%	+$35.4K	0.05%	188
2024 Q1	$245K	Sell	472 -1	-0.2%	-$497	0.04%	207
2023 Q4	$223K	Sell	473 -17	-3%	-$7.86K	0.04%	197
2023 Q3	$213K	Buy	490 +5	+1%	+$2.27K	0.05%	183
2023 Q2	$215K	Buy	+485	New	+$224K	0.05%	179

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

Relyea Zuckerberg Hanson's ELV Position: Q2 2025 in Review

Relyea Zuckerberg Hanson sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 593 shares — an estimated $258K sold.

Relyea Zuckerberg Hanson first reported a position in ELV in Q2 2023 and held it in 7 quarters. The position peaked at $292K in Q2 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Relyea Zuckerberg Hanson reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 593 Elevance Health shares in Q2 2025, an estimated $258K.
Relyea Zuckerberg Hanson first reported a position in Elevance Health in Q2 2023 and held it in 7 quarters.
Relyea Zuckerberg Hanson's Elevance Health position peaked at $292K in Q2 2024.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2025, filed 22 Jul 2025.