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Stratos Investment Management’s Elevance Health ELV Stock Holding History

Stratos Investment 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
-4,256
Closed -$1.38M – 358
2025
Q3 		$1.38M Buy
4,256
+648
+18% +$202K 0.06% 148
2025
Q2 		$1.4M Buy
3,608
+1,009
+39% +$406K 0.06% 164
2025
Q1 		$1.13M Buy
2,599
+1,987
+325% +$798K 0.06% 151
2024
Q4 		$226K Sell
612
-767
-56% -$321K 0.01% 250
2024
Q3 		$717K Buy
1,379
+37
+3% +$19.8K 0.05% 132
2024
Q2 		$728K Buy
1,342
+63
+5% +$33.3K 0.06% 131
2024
Q1 		$664K Buy
1,279
+49
+4% +$24.4K 0.06% 125
2023
Q4 		$580K Sell
1,230
-84
-6% -$38.8K 0.07% 114
2023
Q3 		$573K Buy
1,314
+115
+10% +$52.2K 0.09% 107
2023
Q2 		$533K Buy
1,199
+186
+18% +$85.8K 0.08% 108
2023
Q1 		$466K Buy
+1,013
New +$482K 0.08% 115

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Stratos Investment Management's ELV Position: Q4 2025 in Review

Stratos Investment Management sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 4,256 shares — an estimated $1.38M sold.

Stratos Investment Management first reported a position in ELV in Q1 2023 and held it in 11 quarters. The position peaked at $1.4M in Q2 2025. 1,555 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • Stratos Investment Management reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • Stratos Investment Management sold 4,256 Elevance Health shares in Q4 2025, an estimated $1.38M.
  • Stratos Investment Management first reported a position in Elevance Health in Q1 2023 and held it in 11 quarters.
  • Stratos Investment Management's Elevance Health position peaked at $1.4M in Q2 2025.
  • 1,555 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Stratos Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.