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WCG Wealth Advisors’s Elevance Health ELV Stock Holding History

WCG Wealth Advisors’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
-10,276
Closed -$4M – 341
2025
Q2 		$4M Buy
+10,276
New +$4.13M 0.26% 100
2022
Q4 		– Sell
-5,875
Closed -$2.84M – 188
2022
Q3 		$2.84M Buy
5,875
+169
+3% +$80.9K 0.38% 59
2022
Q2 		$2.75M Buy
+5,706
New +$2.82M 0.38% 61

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

WCG Wealth Advisors's ELV Position: Q3 2025 in Review

WCG Wealth Advisors sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 10,276 shares — an estimated $4M sold.

WCG Wealth Advisors first reported a position in ELV in Q2 2022 and held it in 3 quarters. The position peaked at $4M in Q2 2025. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • WCG Wealth Advisors reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 10,276 Elevance Health shares in Q3 2025, an estimated $4M.
  • WCG Wealth Advisors first reported a position in Elevance Health in Q2 2022 and held it in 3 quarters.
  • WCG Wealth Advisors's Elevance Health position peaked at $4M in Q2 2025.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on WCG Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.