Sectoral Asset Management’s Elevance Health ELV Stock Holding History

Sectoral Asset Management’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	-1,500	Closed	-$652K	–	100
2025 Q1	$652K	Buy	+1,500	New	+$602K	0.51%	48
2024 Q3	–	Sell	-4,500	Closed	-$2.44M	–	96
2024 Q2	$2.44M	Buy	4,500 +1,000	+29%	+$529K	0.99%	30
2024 Q1	$1.81M	Buy	+3,500	New	+$1.74M	0.71%	44
2022 Q4	–	Sell	-4,250	Closed	-$1.93M	–	125
2022 Q3	$1.93M	Sell	4,250 -1,250	-23%	-$598K	0.38%	81
2022 Q2	$2.65M	Sell	5,500 -1,400	-20%	-$693K	0.53%	71
2022 Q1	$3.39M	Buy	6,900 +1,275	+23%	+$583K	0.6%	63
2021 Q4	$2.61M	Buy	+5,625	New	+$2.37M	0.39%	76
2019 Q2	–	Sell	-3,361	Closed	-$965K	–	96
2019 Q1	$965K	Hold	3,361	–	–	0.12%	72
2018 Q4	$883K	Sell	3,361 -30	-0.9%	-$8.25K	0.12%	63
2018 Q3	$929K	Buy	+3,391	New	+$880K	0.1%	71

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

Sectoral Asset Management's ELV Position: Q2 2025 in Review

Sectoral Asset Management sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 1,500 shares — an estimated $652K sold.

Sectoral Asset Management first reported a position in ELV in Q3 2018 and held it in 10 quarters. The position peaked at $3.39M in Q1 2022. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Sectoral Asset Management reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Sectoral Asset Management sold 1,500 Elevance Health shares in Q2 2025, an estimated $652K.
Sectoral Asset Management first reported a position in Elevance Health in Q3 2018 and held it in 10 quarters.
Sectoral Asset Management's Elevance Health position peaked at $3.39M in Q1 2022.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Sectoral Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.