Sage Rhino Capital’s Elevance Health ELV Stock Holding History

Sage Rhino Capital’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	-464	Closed	-$202K	–	287
2025 Q1	$202K	Buy	+464	New	+$186K	0.05%	239
2024 Q4	–	Sell	-482	Closed	-$251K	–	278
2024 Q3	$251K	Hold	482	–	–	0.06%	200
2024 Q2	$261K	Buy	482 +8	+2%	+$4.23K	0.06%	185
2024 Q1	$246K	Buy	474 +21	+5%	+$10.4K	0.06%	189
2023 Q4	$214K	Buy	+453	New	+$209K	0.05%	197
2023 Q3	–	Sell	-452	Closed	-$201K	–	227
2023 Q2	$201K	Sell	452 -3	-0.7%	-$1.38K	0.06%	202
2023 Q1	$209K	Sell	455 -3	-0.7%	-$1.43K	0.06%	197
2022 Q4	$235K	Hold	458	–	–	0.07%	182
2022 Q3	$208K	Sell	458 -1	-0.2%	-$478	0.08%	165
2022 Q2	$222K	Buy	459 +1	+0.2%	+$495	0.08%	170
2022 Q1	$225K	Hold	458	–	–	0.07%	192
2021 Q4	$212K	Buy	+458	New	+$193K	0.06%	204

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Sage Rhino Capital's ELV Position: Q2 2025 in Review

Sage Rhino Capital sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 464 shares — an estimated $202K sold.

Sage Rhino Capital first reported a position in ELV in Q4 2021 and held it in 12 quarters. The position peaked at $261K in Q2 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Sage Rhino Capital reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Sage Rhino Capital sold 464 Elevance Health shares in Q2 2025, an estimated $202K.
Sage Rhino Capital first reported a position in Elevance Health in Q4 2021 and held it in 12 quarters.
Sage Rhino Capital's Elevance Health position peaked at $261K in Q2 2024.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Sage Rhino Capital's 13F filing for Q2 2025, filed 17 Jul 2025.