Stonegate Management’s Elevance Health ELV Stock Holding History

Stonegate Management’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	–	Sell	-1,910	Closed	-$617K	–	18
2025 Q3	$617K	Buy	+1,910	New	+$594K	0.41%	43

Other funds holding ELV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Stonegate Management's ELV Position: Q4 2025 in Review

Stonegate Management sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 1,910 shares — an estimated $617K sold.

Stonegate Management first reported a position in ELV in Q3 2025 and held it in 1 quarter. The position peaked at $617K in Q3 2025. 1,555 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

Stonegate Management reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
Stonegate Management sold 1,910 Elevance Health shares in Q4 2025, an estimated $617K.
Stonegate Management first reported a position in Elevance Health in Q3 2025 and held it in 1 quarter.
Stonegate Management's Elevance Health position peaked at $617K in Q3 2025.
1,555 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Stonegate Management's 13F filing for Q4 2025.