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Wealth Management Associates’s Elevance Health ELV Stock Holding History

Wealth Management Associates’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
-1,053
Closed -$410K – 236
2025
Q2 		$410K Hold
1,053
– – 0.16% 125
2025
Q1 		$458K Hold
1,053
– – 0.2% 98
2024
Q4 		$389K Sell
1,053
-334
-24% -$140K 0.17% 117
2024
Q3 		$721K Hold
1,387
– – 0.32% 67
2024
Q2 		$752K Hold
1,387
– – 0.35% 61
2024
Q1 		$752K Sell
1,387
-28
-2% -$13.9K 0.35% 61
2023
Q4 		$667K Buy
1,415
+56
+4% +$25.9K 0.35% 66
2023
Q3 		$592K Buy
1,359
+15
+1% +$6.8K 0.35% 68
2023
Q2 		$597K Sell
1,344
-16
-1% -$7.38K 0.34% 68
2023
Q1 		$625K Hold
1,360
– – 0.39% 66
2022
Q4 		$698K Buy
1,360
+55
+4% +$27.9K 0.46% 55
2022
Q3 		$593K Hold
1,305
– – 0.42% 61
2022
Q2 		$630K Buy
1,305
+45
+4% +$22.3K 0.43% 52
2022
Q1 		$619K Buy
1,260
+39
+3% +$17.8K 0.35% 70
2021
Q4 		$566K Buy
1,221
+168
+16% +$70.7K 0.3% 86
2021
Q3 		$393K Hold
1,053
– – 0.23% 114
2021
Q2 		$402K Hold
1,053
– – 0.23% 120
2021
Q1 		$378K Hold
1,053
– – 0.24% 108
2020
Q4 		$338K Hold
1,053
– – 0.22% 115
2020
Q3 		$283K Hold
1,053
– – 0.22% 115
2020
Q2 		$277K Buy
1,053
+53
+5% +$14.1K 0.23% 106
2020
Q1 		$227K Hold
1,000
– – 0.23% 99
2019
Q4 		$302K Hold
1,000
– – 0.22% 107
2019
Q3 		$240K Hold
1,000
– – 0.19% 124
2019
Q2 		$282K Hold
1,000
– – 0.28% 74
2019
Q1 		$287K Hold
1,000
– – 0.31% 71
2018
Q4 		$263K Buy
+1,000
New +$275K 0.35% 65

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

Wealth Management Associates's ELV Position: Q3 2025 in Review

Wealth Management Associates sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 1,053 shares — an estimated $410K sold.

Wealth Management Associates first reported a position in ELV in Q4 2018 and held it in 27 quarters. The position peaked at $752K in Q2 2024. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Wealth Management Associates reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Wealth Management Associates sold 1,053 Elevance Health shares in Q3 2025, an estimated $410K.
  • Wealth Management Associates first reported a position in Elevance Health in Q4 2018 and held it in 27 quarters.
  • Wealth Management Associates's Elevance Health position peaked at $752K in Q2 2024.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Wealth Management Associates's 13F filing for Q3 2025, filed 21 Oct 2025.