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Sovereign Investment Advisors’s Elevance Health ELV Stock Holding History

Sovereign Investment 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
Q1 		– Sell
-756
Closed -$279K – 59
2024
Q4 		$279K Buy
+756
New +$316K 0.08% 74

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Sovereign Investment Advisors's ELV Position: Q1 2025 in Review

Sovereign Investment Advisors sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 756 shares — an estimated $279K sold.

Sovereign Investment Advisors first reported a position in ELV in Q4 2024 and held it in 1 quarter. The position peaked at $279K in Q4 2024. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Sovereign Investment Advisors reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Sovereign Investment Advisors sold 756 Elevance Health shares in Q1 2025, an estimated $279K.
  • Sovereign Investment Advisors first reported a position in Elevance Health in Q4 2024 and held it in 1 quarter.
  • Sovereign Investment Advisors's Elevance Health position peaked at $279K in Q4 2024.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Sovereign Investment Advisors's 13F filing for Q1 2025, filed 8 May 2025.