Simplex Trading
ELV icon

Simplex Trading’s Elevance Health ELV Stock Holding History

Simplex Trading’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
2026
Q1 		$14.7M Buy
+50,300
New +$16.5M 0.01% 537
2025
Q4 		– Sell
-64,700
Closed -$20.9M – 8912
2025
Q3 		$20.9M Buy
64,700
+31,500
+95% +$9.8M 0.01% 623
2025
Q2 		$12.9M Sell
33,200
-5,600
-14% -$2.25M 0.01% 734
2025
Q1 		$16.9M Sell
38,800
-37,700
-49% -$15.1M 0.01% 595
2024
Q4 		$28.2M Buy
76,500
+26,000
+51% +$10.9M 0.02% 486
2024
Q3 		$26.3M Buy
50,500
+6,300
+14% +$3.37M 0.02% 533
2024
Q2 		$23.9M Sell
44,200
-7,900
-15% -$4.18M 0.01% 539
2024
Q1 		$27M Sell
52,100
-73,500
-59% -$36.6M 0.02% 555
2023
Q4 		$59.2M Sell
125,600
-1,200
-0.9% -$555K 0.04% 293
2023
Q3 		$55.2M Sell
126,800
-24,300
-16% -$11M 0.04% 267
2023
Q2 		$67.1M Buy
151,100
+119,500
+378% +$55.1M 0.06% 218
2023
Q1 		$14.5M Sell
31,600
-9,300
-23% -$4.43M 0.01% 725
2022
Q4 		$21M Buy
40,900
+10,000
+32% +$5.08M 0.02% 540
2022
Q3 		$14M Buy
30,900
+5,000
+19% +$2.39M 0.02% 646
2022
Q2 		$12.5M Buy
25,900
+15,100
+140% +$7.47M 0.01% 715
2022
Q1 		$5.3M Sell
10,800
-5,100
-32% -$2.33M ﹤0.01% 1199
2021
Q4 		$7.37M Sell
15,900
-8,300
-34% -$3.49M 0.01% 965
2021
Q3 		$9.29M Buy
24,200
+4,700
+24% +$1.79M 0.01% 765
2021
Q2 		$7.45M Buy
19,500
+18,787
+2,635% +$7.18M 0.01% 886
2021
Q1 		$25.6M Buy
713
+293
+70% +$94.2K 0.05% 240
2020
Q4 		$13.5M Sell
420
-5
-1% -$1.53K 0.02% 466
2020
Q3 		$11.4M Sell
425
-56
-12% -$15.1K 0.02% 468
2020
Q2 		$12.6M Buy
481
+111
+30% +$29.6K 0.02% 429
2020
Q1 		$8.4M Sell
370
-763
-67% -$208K 0.01% 479
2019
Q4 		$34.2M Buy
1,133
+648
+134% +$178K 0.07% 167
2019
Q3 		$11.6M Buy
485
+345
+246% +$94.5K 0.03% 371
2019
Q2 		$3.95M Buy
140
+61
+77% +$16.7K 0.01% 815
2019
Q1 		$2.27M Sell
79
-78
-50% -$22.6K 0.01% 1265
2018
Q4 		$4.12M Sell
157
-310
-66% -$85.2K 0.01% 666
2018
Q3 		$12.8M Sell
467
-83
-15% -$21.5K 0.04% 296
2018
Q2 		$13.1M Buy
550
+356
+184% +$82.4K 0.05% 274
2018
Q1 		$92K Sell
194
-5
-3% -$1.18K ﹤0.01% 1864
2017
Q4 		$177K Buy
199
+1
+0.5% +$213 0.01% 1361
2017
Q3 		$179K Buy
198
+36
+22% +$6.85K 0.01% 1267
2017
Q2 		$161K Sell
162
-282
-64% -$50.7K 0.01% 1364
2017
Q1 		$178K Buy
444
+93
+26% +$14.8K 0.01% 1297
2016
Q4 		$254K Sell
351
-69
-16% -$9.24K 0.02% 890
2016
Q3 		$36K Sell
420
-77
-15% -$9.94K ﹤0.01% 2388
2016
Q2 		$97K Buy
497
+391
+369% +$53.5K 0.01% 1493
2016
Q1 		$67K Sell
106
-142
-57% -$19K 0.01% 1692
2015
Q4 		$36K Sell
248
-14
-5% -$1.93K ﹤0.01% 2180
2015
Q3 		$63K Sell
262
-276
-51% -$41.5K ﹤0.01% 1798
2015
Q2 		$406K Buy
538
+255
+90% +$40.7K 0.03% 466
2015
Q1 		$201K Buy
+283
New +$40.3K 0.02% 724

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Simplex Trading's ELV Position: Q4 2025 in Review

Simplex Trading sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 27,588 shares — an estimated $8.91M sold.

Simplex Trading first reported a position in ELV in Q4 2014 and held it in 25 quarters. The position peaked at $12.3M in Q2 2019. 1,553 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Simplex Trading reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 27,588 Elevance Health shares in Q4 2025, an estimated $8.91M.
  • Simplex Trading first reported a position in Elevance Health in Q4 2014 and held it in 25 quarters.
  • Simplex Trading's Elevance Health position peaked at $12.3M in Q2 2019.
  • 1,553 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.