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Traveka Wealth’s Elevance Health ELV Stock Holding History

Traveka 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
Q2 		– Sell
-497
Closed -$216K – 145
2025
Q1 		$216K Buy
+497
New +$200K 0.12% 131
2024
Q4 		– Sell
-515
Closed -$268K – 145
2024
Q3 		$268K Buy
515
+9
+2% +$4.81K 0.14% 101
2024
Q2 		$274K Buy
506
+1
+0.2% +$529 0.13% 90
2024
Q1 		$262K Buy
505
+32
+7% +$15.9K 0.12% 94
2023
Q4 		$223K Buy
+473
New +$219K 0.11% 108

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

Traveka Wealth's ELV Position: Q2 2025 in Review

Traveka Wealth sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 497 shares — an estimated $216K sold.

Traveka Wealth first reported a position in ELV in Q4 2023 and held it in 5 quarters. The position peaked at $274K in Q2 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Traveka Wealth reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Traveka Wealth sold 497 Elevance Health shares in Q2 2025, an estimated $216K.
  • Traveka Wealth first reported a position in Elevance Health in Q4 2023 and held it in 5 quarters.
  • Traveka Wealth's Elevance Health position peaked at $274K in Q2 2024.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Traveka Wealth's 13F filing for Q2 2025, filed 16 Jul 2025.