TFF
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The Family Firm’s Elevance Health ELV Stock Holding History

The Family Firm’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
Q2 		– Sell
-581
Closed -$253K – 115
2025
Q1 		$253K Sell
581
-44
-7% -$17.7K 0.06% 186
2024
Q4 		$231K Sell
625
-19
-3% -$7.95K 0.05% 192
2024
Q3 		$335K Buy
644
+1
+0.2% +$534 0.07% 154
2024
Q2 		$348K Buy
643
+2
+0.3% +$1.06K 0.08% 145
2024
Q1 		$333K Buy
641
+1
+0.2% +$497 0.08% 148
2023
Q4 		$302K Buy
640
+17
+3% +$7.86K 0.08% 145
2023
Q3 		$271K Buy
623
+2
+0.3% +$907 0.08% 141
2023
Q2 		$276K Buy
621
+1
+0.2% +$461 0.07% 148
2023
Q1 		$285K Buy
620
+5
+0.8% +$2.38K 0.08% 146
2022
Q4 		$315K Buy
615
+37
+6% +$18.8K 0.09% 140
2022
Q3 		$262K Sell
578
-20
-3% -$9.57K 0.08% 147
2022
Q2 		$288K Buy
598
+1
+0.2% +$495 0.08% 147
2022
Q1 		$293K Buy
597
+1
+0.2% +$457 0.08% 144
2021
Q4 		$276K Buy
596
+1
+0.2% +$421 0.07% 149
2021
Q3 		$252K Buy
595
+2
+0.3% +$760 0.07% 153
2021
Q2 		$227K Buy
593
+1
+0.2% +$382 0.06% 166
2021
Q1 		$213K Buy
+592
New +$190K 0.06% 167

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

The Family Firm's ELV Position: Q2 2025 in Review

The Family Firm sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 581 shares — an estimated $253K sold.

The Family Firm first reported a position in ELV in Q1 2021 and held it in 17 quarters. The position peaked at $348K in Q2 2024. 1,590 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • The Family Firm reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 581 Elevance Health shares in Q2 2025, an estimated $253K.
  • The Family Firm first reported a position in Elevance Health in Q1 2021 and held it in 17 quarters.
  • The Family Firm's Elevance Health position peaked at $348K in Q2 2024.
  • 1,590 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.