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Stonegate Investment Group’s Elevance Health ELV Stock Holding History

Stonegate Investment 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 		$242K Buy
748
+223
+42% +$69.4K 0.01% 359
2025
Q2 		$204K Buy
525
+63
+14% +$25.3K 0.01% 384
2025
Q1 		$201K Buy
+462
New +$185K 0.01% 346
2024
Q4 		– Sell
-456
Closed -$237K – 409
2024
Q3 		$237K Buy
+456
New +$244K 0.01% 313

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

Stonegate Investment Group's ELV Position: Q3 2025 in Review

Stonegate Investment Group increased its Elevance Health (ELV) stake by 42% in Q3 2025, buying an estimated $69.4K and bringing the position to 748 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #359.

Stonegate Investment Group first reported a position in ELV in Q3 2024 and has held it in 4 quarters since. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Stonegate Investment Group held 748 shares of Elevance Health worth $242K as of Q3 2025.
  • Stonegate Investment Group bought 223 Elevance Health shares in Q3 2025, an estimated $69.4K.
  • Elevance Health made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #359 holding.
  • Stonegate Investment Group first reported a position in Elevance Health in Q3 2024 and has held it in 4 quarters since.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.