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Security Financial Services’s Elevance Health ELV Stock Holding History

Security Financial Services’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
-497
Closed -$216K – 182
2025
Q1 		$216K Buy
+497
New +$200K 0.04% 163
2024
Q4 		– Sell
-400
Closed -$208K – 169
2024
Q3 		$208K Sell
400
-16
-4% -$8.55K 0.04% 161
2024
Q2 		$225K Buy
416
+19
+5% +$10K 0.05% 153
2024
Q1 		$206K Buy
+397
New +$197K 0.05% 183

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Security Financial Services's ELV Position: Q2 2025 in Review

Security Financial Services sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 497 shares — an estimated $216K sold.

Security Financial Services first reported a position in ELV in Q1 2024 and held it in 4 quarters. The position peaked at $225K in Q2 2024. 1,593 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Security Financial Services reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Security Financial Services sold 497 Elevance Health shares in Q2 2025, an estimated $216K.
  • Security Financial Services first reported a position in Elevance Health in Q1 2024 and held it in 4 quarters.
  • Security Financial Services's Elevance Health position peaked at $225K in Q2 2024.
  • 1,593 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Security Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.