WBC
ELV icon

West Branch Capital’s Elevance Health ELV Stock Holding History

West Branch Capital’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 		– Sell
-48
Closed -$15.5K – 429
2025
Q3 		$15.5K Buy
+48
New +$14.9K ﹤0.01% 228
2024
Q4 		– Sell
-1
Closed -$520 – 570
2024
Q3 		$520 Buy
+1
New +$534 ﹤0.01% 414

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

West Branch Capital's ELV Position: Q4 2025 in Review

West Branch Capital sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 48 shares — an estimated $15.5K sold.

West Branch Capital first reported a position in ELV in Q3 2024 and held it in 2 quarters. The position peaked at $15.5K in Q3 2025. 1,553 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • West Branch Capital reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • West Branch Capital sold 48 Elevance Health shares in Q4 2025, an estimated $15.5K.
  • West Branch Capital first reported a position in Elevance Health in Q3 2024 and held it in 2 quarters.
  • West Branch Capital's Elevance Health position peaked at $15.5K in Q3 2025.
  • 1,553 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.