RGF
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Retirement Guys Formula’s Elevance Health ELV Stock Holding History

Retirement Guys Formula’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
Q4 		– Sell
-1,984
Closed -$641K – 166
2025
Q3 		$641K Sell
1,984
-2,220
-53% -$690K 0.23% 109
2025
Q2 		$1.64M Buy
4,204
+37
+0.9% +$14.9K 0.62% 58
2025
Q1 		$1.81M Buy
4,167
+1,373
+49% +$551K 0.9% 29
2024
Q4 		$1.03M Buy
2,794
+84
+3% +$35.2K 0.52% 59
2024
Q3 		$1.41M Buy
2,710
+208
+8% +$111K 0.66% 50
2024
Q2 		$1.36M Buy
2,502
+101
+4% +$53.4K 0.65% 46
2024
Q1 		$1.25M Buy
2,401
+286
+14% +$142K 0.61% 55
2023
Q4 		$997K Buy
2,115
+212
+11% +$98K 0.53% 56
2023
Q3 		$829K Buy
+1,903
New +$863K 0.58% 51
2022
Q1 		– Sell
-637
Closed -$295K – 140
2021
Q4 		$295K Buy
+637
New +$268K 0.23% 82

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Retirement Guys Formula's ELV Position: Q4 2025 in Review

Retirement Guys Formula sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 1,984 shares — an estimated $641K sold.

Retirement Guys Formula first reported a position in ELV in Q4 2021 and held it in 10 quarters. The position peaked at $1.81M in Q1 2025. 1,553 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Retirement Guys Formula reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • Retirement Guys Formula sold 1,984 Elevance Health shares in Q4 2025, an estimated $641K.
  • Retirement Guys Formula first reported a position in Elevance Health in Q4 2021 and held it in 10 quarters.
  • Retirement Guys Formula's Elevance Health position peaked at $1.81M in Q1 2025.
  • 1,553 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Retirement Guys Formula's 13F filing for Q4 2025, filed 23 Jan 2026.