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Riverbend Wealth Management’s Elevance Health ELV Stock Holding History

Riverbend Wealth Management’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
-754
Closed -$244K – 154
2025
Q3 		$244K Buy
754
+63
+9% +$19.6K 0.17% 120
2025
Q2 		$269K Buy
691
+229
+50% +$92.1K 0.2% 116
2025
Q1 		$201K Sell
462
-139
-23% -$55.8K 0.18% 117
2024
Q4 		$223K Buy
+601
New +$251K 0.2% 110

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

Riverbend Wealth Management's ELV Position: Q4 2025 in Review

Riverbend Wealth Management sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 754 shares — an estimated $244K sold.

Riverbend Wealth Management first reported a position in ELV in Q4 2024 and held it in 4 quarters. The position peaked at $269K in Q2 2025. 1,554 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Riverbend Wealth Management reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • Riverbend Wealth Management sold 754 Elevance Health shares in Q4 2025, an estimated $244K.
  • Riverbend Wealth Management first reported a position in Elevance Health in Q4 2024 and held it in 4 quarters.
  • Riverbend Wealth Management's Elevance Health position peaked at $269K in Q2 2025.
  • 1,554 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Riverbend Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.