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ROI Financial Advisors’s Elevance Health ELV Stock Holding History

ROI Financial 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
Q2 		– Sell
-589
Closed -$256K – 73
2025
Q1 		$256K Sell
589
-448
-43% -$180K 0.19% 56
2024
Q4 		$382K Sell
1,037
-471
-31% -$197K 0.26% 47
2024
Q3 		$784K Sell
1,508
-27
-2% -$14.4K 0.54% 36
2024
Q2 		$832K Buy
1,535
+16
+1% +$8.46K 0.6% 34
2024
Q1 		$788K Sell
1,519
-44
-3% -$21.9K 0.62% 37
2023
Q4 		$737K Buy
+1,563
New +$723K 0.61% 38

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

ROI Financial Advisors's ELV Position: Q2 2025 in Review

ROI Financial Advisors sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 589 shares — an estimated $256K sold.

ROI Financial Advisors first reported a position in ELV in Q4 2023 and held it in 6 quarters. The position peaked at $832K in Q2 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • ROI Financial Advisors reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • ROI Financial Advisors sold 589 Elevance Health shares in Q2 2025, an estimated $256K.
  • ROI Financial Advisors first reported a position in Elevance Health in Q4 2023 and held it in 6 quarters.
  • ROI Financial Advisors's Elevance Health position peaked at $832K in Q2 2024.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on ROI Financial Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.