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Transform Wealth’s Elevance Health ELV Stock Holding History

Transform Wealth’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
Q1 		$348K Sell
800
-5,134
-87% -$2.06M 0.02% 200
2024
Q4 		$2.19M Sell
5,934
-191
-3% -$79.9K 0.12% 114
2024
Q3 		$3.19M Sell
6,125
-256
-4% -$137K 0.21% 84
2024
Q2 		$3.46M Sell
6,381
-90
-1% -$47.6K 0.26% 77
2024
Q1 		$3.36M Sell
6,471
-125
-2% -$62.2K 0.32% 79
2023
Q4 		$3.11M Sell
6,596
-290
-4% -$134K 0.3% 93
2023
Q3 		$3M Buy
6,886
+23
+0.3% +$10.4K 0.32% 88
2023
Q2 		$3.05M Sell
6,863
-76
-1% -$35.1K 0.27% 99
2023
Q1 		$3.19M Buy
6,939
+9
+0.1% +$4.28K 0.3% 92
2022
Q4 		$3.56M Sell
6,930
-351
-5% -$178K 0.4% 74
2022
Q3 		$3.31M Buy
7,281
+505
+7% +$242K 0.43% 67
2022
Q2 		$3.27M Sell
6,776
-1,891
-22% -$935K 0.49% 61
2022
Q1 		$4.26M Sell
8,667
-303
-3% -$139K 0.48% 69
2021
Q4 		$4.16M Sell
8,970
-108
-1% -$45.4K 0.43% 69
2021
Q3 		$3.38M Sell
9,078
-66
-0.7% -$25.1K 0.39% 76
2021
Q2 		$3.49M Buy
9,144
+7,130
+354% +$2.72M 0.43% 74
2021
Q1 		$723K Buy
2,014
+166
+9% +$53.4K 0.15% 121
2020
Q4 		$593K Sell
1,848
-11,183
-86% -$3.43M 0.12% 134
2020
Q3 		$3.5M Buy
13,031
+2,111
+19% +$568K 0.56% 60
2020
Q2 		$2.87M Buy
10,920
+225
+2% +$60K 0.49% 65
2020
Q1 		$2.43M Buy
10,695
+971
+10% +$265K 0.52% 69
2019
Q4 		$2.94M Sell
9,724
-606
-6% -$167K 0.47% 73
2019
Q3 		$2.48M Sell
10,330
-1,706
-14% -$467K 0.44% 77
2019
Q2 		$3.4M Sell
12,036
-4,489
-27% -$1.23M 0.5% 73
2019
Q1 		$4.74M Sell
16,525
-384
-2% -$111K 0.88% 43
2018
Q4 		$4.44M Buy
16,909
+1,370
+9% +$377K 0.91% 42
2018
Q3 		$4.26M Buy
15,539
+8,395
+118% +$2.18M 0.74% 55
2018
Q2 		$1.7M Buy
7,144
+47
+0.7% +$10.9K 0.31% 97
2018
Q1 		$1.56M Buy
+7,097
New +$1.67M 0.3% 112

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Transform Wealth's ELV Position: Q1 2025 in Review

Transform Wealth reduced its Elevance Health (ELV) stake by 87% in Q1 2025, selling an estimated $2.06M and leaving 800 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #200.

Transform Wealth first reported a position in ELV in Q1 2018 and has held it in 29 quarters since. The position peaked at $4.74M in Q1 2019. 1,661 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Transform Wealth held 800 shares of Elevance Health worth $348K as of Q1 2025.
  • Transform Wealth sold 5,134 Elevance Health shares in Q1 2025, an estimated $2.06M.
  • Elevance Health made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #200 holding.
  • Transform Wealth first reported a position in Elevance Health in Q1 2018 and has held it in 29 quarters since.
  • Transform Wealth's Elevance Health position peaked at $4.74M in Q1 2019.
  • 1,661 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.