Tortoise Investment Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-37
| Closed | -$12K | – | 602 |
|
|
2025
Q3 | $12K | Buy |
37
+5
| +16% | +$1.55K | ﹤0.01% | 589 |
|
|
2025
Q2 | $12.4K | Buy |
32
+4
| +14% | +$1.61K | ﹤0.01% | 573 |
|
|
2025
Q1 | $12.2K | Hold |
28
| – | – | ﹤0.01% | 565 |
|
|
2024
Q4 | $10.3K | Hold |
28
| – | – | ﹤0.01% | 632 |
|
|
2024
Q3 | $14.6K | Hold |
28
| – | – | ﹤0.01% | 594 |
|
|
2024
Q2 | $15.2K | Hold |
28
| – | – | ﹤0.01% | 577 |
|
|
2024
Q1 | $14.5K | Hold |
28
| – | – | ﹤0.01% | 570 |
|
|
2023
Q4 | $13.2K | Hold |
28
| – | – | ﹤0.01% | 534 |
|
|
2023
Q3 | $12.2K | Hold |
28
| – | – | ﹤0.01% | 529 |
|
|
2023
Q2 | $12.4K | Hold |
28
| – | – | ﹤0.01% | 526 |
|
|
2023
Q1 | $12.9K | Hold |
28
| – | – | ﹤0.01% | 516 |
|
|
2022
Q4 | $14.4K | Hold |
28
| – | – | ﹤0.01% | 499 |
|
|
2022
Q3 | $13K | Hold |
28
| – | – | ﹤0.01% | 493 |
|
|
2022
Q2 | $14K | Hold |
28
| – | – | ﹤0.01% | 474 |
|
|
2022
Q1 | $14K | Hold |
28
| – | – | ﹤0.01% | 468 |
|
|
2021
Q4 | $13K | Hold |
28
| – | – | ﹤0.01% | 453 |
|
|
2021
Q3 | $10K | Hold |
28
| – | – | ﹤0.01% | 466 |
|
|
2021
Q2 | $11K | Hold |
28
| – | – | ﹤0.01% | 452 |
|
|
2021
Q1 | $10K | Hold |
28
| – | – | ﹤0.01% | 442 |
|
|
2020
Q4 | $9K | Hold |
28
| – | – | ﹤0.01% | 427 |
|
|
2020
Q3 | $8K | Hold |
28
| – | – | ﹤0.01% | 403 |
|
|
2020
Q2 | $7K | Hold |
28
| – | – | ﹤0.01% | 398 |
|
|
2020
Q1 | $6K | Hold |
28
| – | – | ﹤0.01% | 423 |
|
|
2019
Q4 | $8K | Hold |
28
| – | – | ﹤0.01% | 438 |
|
|
2019
Q3 | $7K | Sell |
28
-186
| -87% | -$51K | ﹤0.01% | 449 |
|
|
2019
Q2 | $60K | Hold |
214
| – | – | 0.02% | 231 |
|
|
2019
Q1 | $61K | Hold |
214
| – | – | 0.02% | 226 |
|
|
2018
Q4 | $56K | Hold |
214
| – | – | 0.02% | 222 |
|
|
2018
Q3 | $59K | Hold |
214
| – | – | 0.02% | 227 |
|
|
2018
Q2 | $51K | Hold |
214
| – | – | 0.01% | 242 |
|
|
2018
Q1 | $47K | Hold |
214
| – | – | 0.01% | 248 |
|
|
2017
Q4 | $48K | Sell |
214
-7
| -3% | -$1.49K | 0.01% | 248 |
|
|
2017
Q3 | $42K | Sell |
221
-79
| -26% | -$15K | 0.01% | 244 |
|
|
2017
Q2 | $56K | Buy |
+300
| New | +$53.9K | 0.02% | 201 |
|
|
2013
Q3 | – | Sell |
-170
| Closed | -$14K | – | 376 |
|
|
2013
Q2 | $14K | Buy |
+170
| New | +$12.7K | 0.01% | 206 |
|
Other funds holding ELV
Tortoise Investment Management's ELV Position: Q4 2025 in Review
Tortoise Investment Management sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 37 shares — an estimated $12K sold.
Tortoise Investment Management first reported a position in ELV in Q2 2013 and held it in 35 quarters. The position peaked at $61K in Q1 2019. 1,555 funds tracked by Wall St. Rank hold ELV as of Q4 2025.
- Tortoise Investment Management reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 37 Elevance Health shares in Q4 2025, an estimated $12K.
- Tortoise Investment Management first reported a position in Elevance Health in Q2 2013 and held it in 35 quarters.
- Tortoise Investment Management's Elevance Health position peaked at $61K in Q1 2019.
- 1,555 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.