Vantage Financial Partners (Wisconsin)’s Elevance Health ELV Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$225K	Buy	643 +4	+0.6%	+$1.35K	0.05%	190
2025 Q3	$207K	Buy	639 +3	+0.5%	+$933	0.04%	201
2025 Q2	$247K	Buy	636 +3	+0.5%	+$1.21K	0.06%	177
2025 Q1	$275K	Sell	633 -16	-2%	-$6.42K	0.07%	149
2024 Q4	$239K	Sell	649 -537	-45%	-$225K	0.06%	153
2024 Q3	$617K	Buy	1,186 +80	+7%	+$42.7K	0.15%	93
2024 Q2	$600K	Buy	1,106 +16	+1%	+$8.46K	0.16%	72
2024 Q1	$565K	Buy	+1,090	New	+$542K	0.15%	75

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 $3.38T AUM 44.17% 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

Vantage Financial Partners (Wisconsin)'s ELV Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Elevance Health (ELV) stake by 0.63% in Q4 2025, buying an estimated $1.35K and bringing the position to 643 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #190.

Vantage Financial Partners (Wisconsin) first reported a position in ELV in Q1 2024 and has held it in 8 quarters since. The position peaked at $617K in Q3 2024. 1,559 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 643 shares of Elevance Health worth $225K as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 4 Elevance Health shares in Q4 2025, an estimated $1.35K.
Elevance Health made up 0.05% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #190 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Elevance Health in Q1 2024 and has held it in 8 quarters since.
Vantage Financial Partners (Wisconsin)'s Elevance Health position peaked at $617K in Q3 2024.
1,559 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.