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Schechter Investment Advisors’s Elevance Health ELV Stock Holding History

Schechter Investment Advisors’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
Q1 		$633K Buy
1,455
+775
+114% +$311K 0.05% 317
2024
Q4 		$251K Sell
680
-763
-53% -$319K 0.02% 527
2024
Q3 		$750K Buy
1,443
+34
+2% +$18.2K 0.06% 311
2024
Q2 		$763K Buy
1,409
+57
+4% +$30.1K 0.06% 292
2024
Q1 		$701K Buy
1,352
+127
+10% +$63.2K 0.05% 316
2023
Q4 		$578K Sell
1,225
-82
-6% -$37.9K 0.05% 330
2023
Q3 		$569K Buy
1,307
+240
+22% +$109K 0.06% 314
2023
Q2 		$474K Sell
1,067
-412
-28% -$190K 0.04% 393
2023
Q1 		$680K Sell
1,479
-34
-2% -$16.2K 0.06% 337
2022
Q4 		$776K Buy
1,513
+18
+1% +$9.14K 0.07% 371
2022
Q3 		$679K Buy
1,495
+319
+27% +$153K 0.07% 409
2022
Q2 		$567K Buy
1,176
+103
+10% +$51K 0.06% 489
2022
Q1 		$527K Buy
1,073
+240
+29% +$110K 0.05% 513
2021
Q4 		$386K Buy
+833
New +$350K 0.03% 592

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Schechter Investment Advisors's ELV Position: Q1 2025 in Review

Schechter Investment Advisors increased its Elevance Health (ELV) stake by 114% in Q1 2025, buying an estimated $311K and bringing the position to 1,455 shares worth $633K. The position accounts for 0.05% of the portfolio, ranked #317.

Schechter Investment Advisors first reported a position in ELV in Q4 2021 and has held it in 14 quarters since. The position peaked at $776K in Q4 2022. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Schechter Investment Advisors held 1,455 shares of Elevance Health worth $633K as of Q1 2025.
  • Schechter Investment Advisors bought 775 Elevance Health shares in Q1 2025, an estimated $311K.
  • Elevance Health made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #317 holding.
  • Schechter Investment Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Elevance Health position peaked at $776K in Q4 2022.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.