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TruNorth Capital Management’s Elevance Health ELV Stock Holding History

TruNorth Capital 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
-23
Closed -$10K – 377
2025
Q1 		$10K Buy
+23
New +$9.23K ﹤0.01% 365

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State Street
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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

TruNorth Capital Management's ELV Position: Q2 2025 in Review

TruNorth Capital Management sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 23 shares — an estimated $10K sold.

TruNorth Capital Management first reported a position in ELV in Q1 2025 and held it in 1 quarter. The position peaked at $10K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • TruNorth Capital Management reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 23 Elevance Health shares in Q2 2025, an estimated $10K.
  • TruNorth Capital Management first reported a position in Elevance Health in Q1 2025 and held it in 1 quarter.
  • TruNorth Capital Management's Elevance Health position peaked at $10K in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on TruNorth Capital Management's 13F filing for Q2 2025, filed 18 Jul 2025.