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Van Hulzen Asset Management’s Elevance Health ELV Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-1,315
Closed -$485K – 520
2024
Q4 		$485K Buy
1,315
+543
+70% +$227K 0.04% 221
2024
Q3 		$401K Buy
772
+42
+6% +$22.4K 0.03% 232
2024
Q2 		$396K Buy
730
+34
+5% +$18K 0.03% 216
2024
Q1 		$361K Hold
696
– – 0.02% 247
2023
Q4 		$328K Buy
696
+200
+40% +$92.5K 0.02% 255
2023
Q3 		$216K Sell
496
-14,285
-97% -$6.48M 0.02% 287
2023
Q2 		$6.57M Buy
14,781
+771
+6% +$356K 0.56% 48
2023
Q1 		$6.44M Buy
14,010
+5,860
+72% +$2.79M 0.61% 46
2022
Q4 		$4.15M Buy
8,150
+500
+7% +$254K 0.48% 58
2022
Q3 		$3.48M Buy
+7,650
New +$3.66M 0.43% 65
2021
Q1 		– Sell
-1,680
Closed -$539K – 281
2020
Q4 		$539K Sell
1,680
-1
-0.1% -$307 0.08% 134
2020
Q3 		$451K Buy
1,681
+796
+90% +$214K 0.07% 140
2020
Q2 		$233K Buy
+885
New +$236K 0.04% 225

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

Van Hulzen Asset Management's ELV Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 1,315 shares — an estimated $485K sold.

Van Hulzen Asset Management first reported a position in ELV in Q2 2020 and held it in 13 quarters. The position peaked at $6.57M in Q2 2023. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 1,315 Elevance Health shares in Q1 2025, an estimated $485K.
  • Van Hulzen Asset Management first reported a position in Elevance Health in Q2 2020 and held it in 13 quarters.
  • Van Hulzen Asset Management's Elevance Health position peaked at $6.57M in Q2 2023.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.