Trifecta Capital Advisors’s Elevance Health ELV Stock Holding History

Trifecta Capital Advisors’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 Q4	–	Sell	-16	Closed	-$5.17K	–	323
2025 Q3	$5.17K	Hold	16	–	–	﹤0.01%	268
2025 Q2	$6.22K	Hold	16	–	–	﹤0.01%	257
2025 Q1	$6.96K	Hold	16	–	–	﹤0.01%	227
2024 Q4	$5.9K	Hold	16	–	–	﹤0.01%	226
2024 Q3	$8.32K	Hold	16	–	–	﹤0.01%	226
2024 Q2	$8.67K	Hold	16	–	–	﹤0.01%	223
2024 Q1	$8.3K	Hold	16	–	–	﹤0.01%	212
2023 Q4	$7.54K	Hold	16	–	–	﹤0.01%	221
2023 Q3	$6.97K	Hold	16	–	–	﹤0.01%	227
2023 Q2	$7.11K	Hold	16	–	–	﹤0.01%	215
2023 Q1	$7.36K	Hold	16	–	–	﹤0.01%	215
2022 Q4	$8.21K	Buy	+16	New	+$8.12K	﹤0.01%	202

Other funds holding ELV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Trifecta Capital Advisors's ELV Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 16 shares — an estimated $5.17K sold.

Trifecta Capital Advisors first reported a position in ELV in Q4 2022 and held it in 12 quarters. The position peaked at $8.67K in Q2 2024. 1,555 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

Trifecta Capital Advisors reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 16 Elevance Health shares in Q4 2025, an estimated $5.17K.
Trifecta Capital Advisors first reported a position in Elevance Health in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Elevance Health position peaked at $8.67K in Q2 2024.
1,555 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.