VSM Wealth Advisory’s Elevance Health ELV Stock Holding History

VSM Wealth Advisory’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 Q3	–	Sell	-156	Closed	-$60.7K	–	462
2025 Q2	$60.7K	Buy	+156	New	+$62.7K	0.02%	191

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

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

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

VSM Wealth Advisory's ELV Position: Q3 2025 in Review

VSM Wealth Advisory sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 156 shares — an estimated $60.7K sold.

VSM Wealth Advisory first reported a position in ELV in Q2 2025 and held it in 1 quarter. The position peaked at $60.7K in Q2 2025. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

VSM Wealth Advisory reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
VSM Wealth Advisory sold 156 Elevance Health shares in Q3 2025, an estimated $60.7K.
VSM Wealth Advisory first reported a position in Elevance Health in Q2 2025 and held it in 1 quarter.
VSM Wealth Advisory's Elevance Health position peaked at $60.7K in Q2 2025.
1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on VSM Wealth Advisory's 13F filing for Q3 2025, filed 13 Nov 2025.