Stephens Consulting’s Elevance Health ELV Stock Holding History

Stephens Consulting’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 Q4	$57.8K	Buy	165 +1	+0.6%	+$338	0.02%	130
2025 Q3	$53K	Sell	164 -4	-2%	-$1.24K	0.02%	133
2025 Q2	$65.3K	Buy	168 +4	+2%	+$1.61K	0.02%	175
2025 Q1	$71.3K	Hold	164	–	–	0.02%	160
2024 Q4	$60.5K	Hold	164	–	–	0.02%	175
2024 Q3	$85.3K	Hold	164	–	–	0.02%	143
2024 Q2	$88.9K	Hold	164	–	–	0.03%	140
2024 Q1	$85K	Hold	164	–	–	0.03%	132
2023 Q4	$77.3K	Hold	164	–	–	0.03%	136
2023 Q3	$71.4K	Hold	164	–	–	0.03%	138
2023 Q2	$72.9K	Hold	164	–	–	0.03%	131
2023 Q1	$75.4K	Hold	164	–	–	0.05%	133
2022 Q4	$84.1K	Hold	164	–	–	0.06%	123
2022 Q3	$74.5K	Hold	164	–	–	0.07%	131
2022 Q2	$79.1K	Hold	164	–	–	0.06%	128
2022 Q1	$80.6K	Hold	164	–	–	0.07%	149
2021 Q4	$76K	Buy	+164	New	+$69K	0.06%	167

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Stephens Consulting's ELV Position: Q4 2025 in Review

Stephens Consulting increased its Elevance Health (ELV) stake by 0.61% in Q4 2025, buying an estimated $338 and bringing the position to 165 shares worth $57.8K. The position accounts for 0.02% of the portfolio, ranked #130.

Stephens Consulting first reported a position in ELV in Q4 2021 and has held it in 17 quarters since. The position peaked at $88.9K in Q2 2024. 1,553 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

Stephens Consulting held 165 shares of Elevance Health worth $57.8K as of Q4 2025.
Stephens Consulting bought 1 Elevance Health share in Q4 2025, an estimated $338.
Elevance Health made up 0.02% of Stephens Consulting's portfolio in Q4 2025, its #130 holding.
Stephens Consulting first reported a position in Elevance Health in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Elevance Health position peaked at $88.9K in Q2 2024.
1,553 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.