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SevenBridge Financial Group’s Elevance Health ELV Stock Holding History

SevenBridge Financial Group’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
Q3 		– Sell
-938
Closed -$274K – 215
2025
Q2 		$274K Sell
938
-143
-13% -$57.5K 0.05% 180
2025
Q1 		$450K Sell
1,081
-214
-17% -$85.9K 0.09% 155
2024
Q4 		$507K Sell
1,295
-394
-23% -$165K 0.1% 139
2024
Q3 		$719K Buy
1,689
+903
+115% +$482K 0.14% 126
2024
Q2 		$412K Hold
786
– – 0.09% 150
2024
Q1 		$414K Sell
786
-43
-5% -$21.4K 0.09% 139
2023
Q4 		$391K Hold
829
– – 0.09% 140
2023
Q3 		$361K Sell
829
-32
-4% -$14.5K 0.09% 139
2023
Q2 		$383K Buy
861
+50
+6% +$23.1K 0.1% 135
2023
Q1 		$373K Buy
811
+67
+9% +$31.9K 0.1% 140
2022
Q4 		$382K Buy
744
+109
+17% +$55.3K 0.11% 137
2022
Q3 		$288K Buy
635
+62
+11% +$29.7K 0.1% 139
2022
Q2 		$277K Buy
573
+125
+28% +$61.8K 0.11% 117
2022
Q1 		$220K Sell
448
-229
-34% -$105K 0.08% 147
2021
Q4 		$314K Sell
677
-35
-5% -$14.7K 0.09% 141
2021
Q3 		$265K Hold
712
– – 0.09% 144
2021
Q2 		$272K Hold
712
– – 0.09% 143
2021
Q1 		$256K Hold
712
– – 0.09% 137
2020
Q4 		$229K Buy
+712
New +$219K 0.09% 140

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
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 $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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

SevenBridge Financial Group's ELV Position: Q3 2025 in Review

SevenBridge Financial Group sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 938 shares — an estimated $274K sold.

SevenBridge Financial Group first reported a position in ELV in Q4 2020 and held it in 19 quarters. The position peaked at $719K in Q3 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • SevenBridge Financial Group reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • SevenBridge Financial Group sold 938 Elevance Health shares in Q3 2025, an estimated $274K.
  • SevenBridge Financial Group first reported a position in Elevance Health in Q4 2020 and held it in 19 quarters.
  • SevenBridge Financial Group's Elevance Health position peaked at $719K in Q3 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on SevenBridge Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.