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Semmax Financial Advisors’s Elevance Health ELV Stock Holding History

Semmax Financial 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
Q2 		$1.2M Sell
4,073
-1,887
-32% -$759K 0.31% 88
2025
Q1 		$2.41M Sell
5,960
-4,358
-42% -$1.75M 0.65% 61
2024
Q4 		$4.04M Buy
10,318
+2,877
+39% +$1.2M 1.08% 34
2024
Q3 		$3.07M Buy
7,441
+388
+6% +$207K 0.84% 50
2024
Q2 		$3.75M Buy
7,053
+675
+11% +$357K 1.13% 32
2024
Q1 		$3.44M Buy
6,378
+840
+15% +$418K 1.13% 37
2023
Q4 		$2.8M Buy
5,538
+493
+10% +$228K 1.02% 41
2023
Q3 		$2.33M Buy
+5,045
New +$2.29M 0.93% 43
2022
Q4 		$955K Sell
1,985
-10
-0.5% -$5.08K 0.38% 60
2022
Q3 		$1.05M Sell
1,995
-123
-6% -$58.9K 0.45% 53
2022
Q2 		$1.02M Sell
2,118
-232
-10% -$115K 0.42% 65
2022
Q1 		$1.15M Sell
2,350
-214
-8% -$97.8K 0.45% 66
2021
Q4 		$1.19M Sell
2,564
-713
-22% -$300K 0.44% 70
2021
Q3 		$1.22M Sell
3,277
-326
-9% -$124K 0.42% 70
2021
Q2 		$1.38M Buy
3,603
+791
+28% +$302K 0.44% 70
2021
Q1 		$1.01M Sell
2,812
-154
-5% -$49.5K 0.36% 80
2020
Q4 		$952K Buy
2,966
+184
+7% +$56.5K 0.39% 74
2020
Q3 		$747K Buy
2,782
+259
+10% +$69.7K 0.36% 75
2020
Q2 		$664K Buy
2,523
+316
+14% +$84.3K 0.35% 73
2020
Q1 		$501K Buy
2,207
+258
+13% +$70.3K 0.32% 73
2019
Q4 		$589K Buy
1,949
+89
+5% +$24.5K 0.32% 63
2019
Q3 		$446K Buy
1,860
+382
+26% +$105K 0.27% 68
2019
Q2 		$417K Buy
1,478
+1,062
+255% +$290K 0.27% 69
2019
Q1 		$119K Buy
416
+255
+158% +$73.7K 0.08% 156
2018
Q4 		$42K Buy
+161
New +$44.3K 0.03% 204

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $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

Semmax Financial Advisors's ELV Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Elevance Health (ELV) stake by 32% in Q2 2025, selling an estimated $759K and leaving 4,073 shares worth $1.2M. The position accounts for 0.31% of the portfolio, ranked #88.

Semmax Financial Advisors first reported a position in ELV in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.04M in Q4 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Semmax Financial Advisors held 4,073 shares of Elevance Health worth $1.2M as of Q2 2025.
  • Semmax Financial Advisors sold 1,887 Elevance Health shares in Q2 2025, an estimated $759K.
  • Elevance Health made up 0.31% of Semmax Financial Advisors's portfolio in Q2 2025, its #88 holding.
  • Semmax Financial Advisors first reported a position in Elevance Health in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Elevance Health position peaked at $4.04M in Q4 2024.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.