Thrive Wealth Management’s Elevance Health ELV Stock Holding History

Thrive Wealth 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 Q2	–	Sell	-492	Closed	-$214K	–	232
2025 Q1	$214K	Buy	+492	New	+$198K	0.04%	206
2024 Q4	–	Sell	-800	Closed	-$416K	–	205
2024 Q3	$416K	Sell	800 -4	-0.5%	-$2.14K	0.08%	133
2024 Q2	$436K	Buy	804 +1	+0.1%	+$529	0.09%	121
2024 Q1	$417K	Buy	803 +96	+14%	+$47.7K	0.09%	127
2023 Q4	$333K	Sell	707 -65	-8%	-$30.1K	0.07%	134
2023 Q3	$336K	Buy	772 +69	+10%	+$31.3K	0.09%	117
2023 Q2	$312K	Sell	703 -58	-8%	-$26.8K	0.08%	130
2023 Q1	$350K	Buy	761 +24	+3%	+$11.4K	0.09%	124
2022 Q4	$378K	Buy	737 +7	+1%	+$3.55K	0.11%	106
2022 Q3	$331K	Buy	+730	New	+$349K	0.12%	108

Other funds holding ELV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Thrive Wealth Management's ELV Position: Q2 2025 in Review

Thrive Wealth Management sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 492 shares — an estimated $214K sold.

Thrive Wealth Management first reported a position in ELV in Q3 2022 and held it in 10 quarters. The position peaked at $436K in Q2 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Thrive Wealth Management reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Thrive Wealth Management sold 492 Elevance Health shares in Q2 2025, an estimated $214K.
Thrive Wealth Management first reported a position in Elevance Health in Q3 2022 and held it in 10 quarters.
Thrive Wealth Management's Elevance Health position peaked at $436K in Q2 2024.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Thrive Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.