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Saranac Partners’s Elevance Health ELV Stock Holding History

Saranac Partners’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 		– Sell
-355
Closed -$115K – 99
2025
Q3 		$115K Buy
+355
New +$110K 0.02% 243
2024
Q1 		– Sell
-662
Closed -$312K – 86
2023
Q4 		$312K Buy
662
+32
+5% +$14.8K 0.21% 66
2023
Q3 		$274K Hold
630
– – 0.15% 67
2023
Q2 		$280K Hold
630
– – 0.15% 71
2023
Q1 		$290K Buy
+630
New +$300K 0.17% 63

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Saranac Partners's ELV Position: Q4 2025 in Review

Saranac Partners sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 355 shares — an estimated $115K sold.

Saranac Partners first reported a position in ELV in Q1 2023 and held it in 5 quarters. The position peaked at $312K in Q4 2023. 1,554 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Saranac Partners reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • Saranac Partners sold 355 Elevance Health shares in Q4 2025, an estimated $115K.
  • Saranac Partners first reported a position in Elevance Health in Q1 2023 and held it in 5 quarters.
  • Saranac Partners's Elevance Health position peaked at $312K in Q4 2023.
  • 1,554 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Saranac Partners's 13F filing for Q4 2025, filed 6 Feb 2026.