SageView Advisory Group’s Elevance Health ELV Stock Holding History

SageView Advisory Group’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 Q4	$198K	Buy	+563	New	+$190K	0.01%	612
2025 Q2	–	Sell	-718	Closed	-$312K	–	623
2025 Q1	$312K	Buy	718 +49	+7%	+$19.7K	0.01%	463
2024 Q4	$247K	Buy	669 +101	+18%	+$42.3K	0.01%	511
2024 Q3	$295K	Sell	568 -337	-37%	-$180K	0.02%	403
2024 Q2	$490K	Buy	905 +34	+4%	+$18K	0.02%	342
2024 Q1	$452K	Sell	871 -545	-38%	-$271K	0.02%	347
2023 Q4	$697K	Buy	1,416 +739	+109%	+$342K	0.03%	326
2023 Q3	$297K	Buy	677 +136	+25%	+$61.7K	0.02%	428
2023 Q2	$242K	Sell	541 -109	-17%	-$50.3K	0.01%	493
2023 Q1	$300K	Buy	650 +56	+9%	+$26.6K	0.02%	386
2022 Q4	$303K	Buy	+594	New	+$302K	0.02%	319

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $61.3B AUM 26.25% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return