TS Financial Group (TSFG)’s Elevance Health ELV Stock Holding History

TS Financial Group (TSFG)’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	-25	Closed	-$8K	–	830
2025 Q3	$8K	Buy	+25	New	+$7.78K	﹤0.01%	601
2024 Q4	–	Sell	-40	Closed	-$21K	–	762
2024 Q3	$21K	Buy	+40	New	+$21.4K	﹤0.01%	394
2023 Q4	–	Sell	-5	Closed	-$2K	–	930
2023 Q3	$2K	Hold	5	–	–	﹤0.01%	817
2023 Q2	$2K	Buy	5 +1	+25%	+$461	﹤0.01%	824
2023 Q1	$2K	Hold	4	–	–	﹤0.01%	808
2022 Q4	$2K	Hold	4	–	–	﹤0.01%	809
2022 Q3	$2K	Hold	4	–	–	﹤0.01%	780
2022 Q2	$2K	Hold	4	–	–	﹤0.01%	786
2022 Q1	$2K	Hold	4	–	–	﹤0.01%	781
2021 Q4	$2K	Buy	+4	New	+$1.68K	﹤0.01%	754

Other funds holding ELV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

TS Financial Group (TSFG)'s ELV Position: Q4 2025 in Review

TS Financial Group (TSFG) sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 25 shares — an estimated $8K sold.

TS Financial Group (TSFG) first reported a position in ELV in Q4 2021 and held it in 10 quarters. The position peaked at $21K in Q3 2024. 1,554 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

TS Financial Group (TSFG) reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
TS Financial Group (TSFG) sold 25 Elevance Health shares in Q4 2025, an estimated $8K.
TS Financial Group (TSFG) first reported a position in Elevance Health in Q4 2021 and held it in 10 quarters.
TS Financial Group (TSFG)'s Elevance Health position peaked at $21K in Q3 2024.
1,554 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2025, filed 4 Feb 2026.