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Sage Investment Counsel’s Elevance Health ELV Stock Holding History

Sage Investment Counsel’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
-847
Closed -$329K – 128
2025
Q2 		$329K Buy
847
+55
+7% +$22.1K 0.38% 74
2025
Q1 		$344K Sell
792
-78
-9% -$31.3K 0.44% 72
2024
Q4 		$321K Buy
+870
New +$364K 0.42% 72

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Sage Investment Counsel's ELV Position: Q3 2025 in Review

Sage Investment Counsel sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 847 shares — an estimated $329K sold.

Sage Investment Counsel first reported a position in ELV in Q4 2024 and held it in 3 quarters. The position peaked at $344K in Q1 2025. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Sage Investment Counsel reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Sage Investment Counsel sold 847 Elevance Health shares in Q3 2025, an estimated $329K.
  • Sage Investment Counsel first reported a position in Elevance Health in Q4 2024 and held it in 3 quarters.
  • Sage Investment Counsel's Elevance Health position peaked at $344K in Q1 2025.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Sage Investment Counsel's 13F filing for Q3 2025, filed 21 Oct 2025.