SXL
ELV icon

Summit X LLC’s Elevance Health ELV Stock Holding History

Summit X LLC’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 		– Sell
-817
Closed -$318K – 72
2025
Q2 		$318K Buy
817
+26
+3% +$10.5K 0.06% 186
2025
Q1 		$344K Buy
791
+36
+5% +$14.5K 0.07% 155
2024
Q4 		$278K Buy
755
+51
+7% +$21.3K 0.06% 177
2024
Q3 		$381K Sell
704
-240
-25% -$128K 0.09% 136
2024
Q2 		$507K Buy
944
+229
+32% +$121K 0.11% 123
2024
Q1 		$371K Buy
715
+43
+6% +$21.4K 0.1% 135
2023
Q4 		$317K Buy
672
+126
+23% +$58.3K 0.09% 140
2023
Q3 		$238K Sell
546
-1,385
-72% -$628K 0.08% 155
2023
Q2 		$859K Buy
1,931
+301
+18% +$139K 0.21% 99
2023
Q1 		$751K Buy
1,630
+274
+20% +$130K 0.19% 111
2022
Q4 		$655K Sell
1,356
-234
-15% -$119K 0.19% 114
2022
Q3 		$732K Buy
1,590
+231
+17% +$111K 0.22% 102
2022
Q2 		$655K Sell
1,359
-105
-7% -$51.9K 0.19% 113
2022
Q1 		$711K Buy
1,464
+40
+3% +$18.3K 0.17% 121
2021
Q4 		$658K Sell
1,424
-14
-1% -$5.89K 0.15% 140
2021
Q3 		$541K Hold
1,438
– – 0.14% 156
2021
Q2 		$547K Buy
1,438
+11
+0.8% +$4.2K 0.14% 158
2021
Q1 		$509K Sell
1,427
-11
-0.8% -$3.54K 0.14% 155
2020
Q4 		$463K Buy
+1,438
New +$441K 0.14% 156
2020
Q2 		$355K Buy
1,348
+24
+2% +$6.4K 0.13% 152
2020
Q1 		$298K Buy
1,324
+113
+9% +$30.8K 0.14% 144
2019
Q4 		$366K Buy
1,211
+64
+6% +$17.6K 0.14% 178
2019
Q3 		$276K Sell
1,147
-18
-2% -$4.93K 0.11% 198
2019
Q2 		$327K Buy
1,165
+329
+39% +$89.9K 0.13% 187
2019
Q1 		$241K Sell
836
-5
-0.6% -$1.45K 0.1% 208
2018
Q4 		$222K Buy
841
+4
+0.5% +$1.1K 0.13% 184
2018
Q3 		$230K Sell
837
-14
-2% -$3.63K 0.11% 202
2018
Q2 		$204K Buy
+851
New +$197K 0.11% 194

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Summit X LLC's ELV Position: Q3 2025 in Review

Summit X LLC sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 817 shares — an estimated $318K sold.

Summit X LLC first reported a position in ELV in Q2 2018 and held it in 28 quarters. The position peaked at $859K in Q2 2023. 1,511 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Summit X LLC reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 817 Elevance Health shares in Q3 2025, an estimated $318K.
  • Summit X LLC first reported a position in Elevance Health in Q2 2018 and held it in 28 quarters.
  • Summit X LLC's Elevance Health position peaked at $859K in Q2 2023.
  • 1,511 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.