S&CO Inc’s Elevance Health ELV Stock Holding History

S&CO Inc’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 Q3	–	Sell	-1,931	Closed	-$751K	–	225
2025 Q2	$751K	Hold	1,931	–	–	0.05%	161
2025 Q1	$839K	Buy	+1,931	New	+$775K	0.06%	149

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

S&CO Inc's ELV Position: Q3 2025 in Review

S&CO Inc sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 1,931 shares — an estimated $751K sold.

S&CO Inc first reported a position in ELV in Q1 2025 and held it in 2 quarters. The position peaked at $839K in Q1 2025. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

S&CO Inc reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
S&CO Inc sold 1,931 Elevance Health shares in Q3 2025, an estimated $751K.
S&CO Inc first reported a position in Elevance Health in Q1 2025 and held it in 2 quarters.
S&CO Inc's Elevance Health position peaked at $839K in Q1 2025.
1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on S&CO Inc's 13F filing for Q3 2025, filed 6 Nov 2025.