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Spectrum Wealth Counsel’s Elevance Health ELV Stock Holding History

Spectrum Wealth Counsel’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 		$410K Hold
942
– – 0.05% 96
2024
Q4 		$348K Hold
942
– – 0.04% 104
2024
Q3 		$490K Hold
942
– – 0.06% 94
2024
Q2 		$510K Sell
942
-11
-1% -$5.81K 0.06% 89
2024
Q1 		$494K Sell
953
-20
-2% -$9.95K 0.06% 100
2023
Q4 		$600K Buy
+973
New +$450K 0.08% 85

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
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

Spectrum Wealth Counsel's ELV Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Elevance Health (ELV) position steady in Q1 2025 at 942 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #96.

Spectrum Wealth Counsel first reported a position in ELV in Q4 2023 and has held it in 6 quarters since. The position peaked at $600K in Q4 2023. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Spectrum Wealth Counsel held 942 shares of Elevance Health worth $410K as of Q1 2025.
  • Spectrum Wealth Counsel left its Elevance Health share count unchanged in Q1 2025.
  • Elevance Health made up 0.05% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #96 holding.
  • Spectrum Wealth Counsel first reported a position in Elevance Health in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Elevance Health position peaked at $600K in Q4 2023.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.