RVW Wealth’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-695
Closed -$270K 177
2025
Q2
$270K Hold
695
0.02% 145
2025
Q1
$302K Hold
695
0.03% 131
2024
Q4
$256K Hold
695
0.02% 129
2024
Q3
$361K Hold
695
0.03% 111
2024
Q2
$377K Sell
695
-1
-0.1% -$529 0.04% 107
2024
Q1
$361K Buy
+696
New +$346K 0.04% 107

Other funds holding ELV

RVW Wealth's ELV Position: Q3 2025 in Review

RVW Wealth sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 695 shares — an estimated $270K sold.

RVW Wealth first reported a position in ELV in Q1 2024 and held it in 6 quarters. The position peaked at $377K in Q2 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • RVW Wealth reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • RVW Wealth sold 695 Elevance Health shares in Q3 2025, an estimated $270K.
  • RVW Wealth first reported a position in Elevance Health in Q1 2024 and held it in 6 quarters.
  • RVW Wealth's Elevance Health position peaked at $377K in Q2 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on RVW Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.