Stuart Chaussee & Associates’s Elevance Health ELV Stock Holding History

Stuart Chaussee & Associates’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	-232	Closed	-$75K	–	45
2025 Q3	$75K	Sell	232 -85	-27%	-$26.4K	0.02%	77
2025 Q2	$123K	Hold	317	–	–	0.03%	57
2025 Q1	$138K	Hold	317	–	–	0.03%	44
2024 Q4	$117K	Hold	317	–	–	0.03%	50
2024 Q3	$165K	Hold	317	–	–	0.04%	34
2024 Q2	$172K	Hold	317	–	–	0.05%	31
2024 Q1	$164K	Hold	317	–	–	0.05%	33
2023 Q4	$149K	Buy	317 +85	+37%	+$39.3K	0.04%	34
2023 Q3	$101K	Hold	232	–	–	0.03%	33
2023 Q2	$103K	Hold	232	–	–	0.03%	35
2023 Q1	$107K	Hold	232	–	–	0.04%	29
2022 Q4	$119K	Hold	232	–	–	0.04%	29
2022 Q3	$105K	Hold	232	–	–	0.24%	22
2022 Q2	$112K	Hold	232	–	–	0.24%	22
2022 Q1	$114K	Hold	232	–	–	0.05%	31
2021 Q4	$108K	Hold	232	–	–	0.05%	33
2021 Q3	$86K	Hold	232	–	–	0.13%	26
2021 Q2	$89K	Hold	232	–	–	0.04%	32
2021 Q1	$83K	Buy	+232	New	+$74.6K	0.03%	41

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

Stuart Chaussee & Associates's ELV Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 232 shares — an estimated $75K sold.

Stuart Chaussee & Associates first reported a position in ELV in Q1 2021 and held it in 19 quarters. The position peaked at $172K in Q2 2024. 1,555 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 232 Elevance Health shares in Q4 2025, an estimated $75K.
Stuart Chaussee & Associates first reported a position in Elevance Health in Q1 2021 and held it in 19 quarters.
Stuart Chaussee & Associates's Elevance Health position peaked at $172K in Q2 2024.
1,555 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.