West Oak Capital’s Elevance Health ELV Stock Holding History

West Oak 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 Q3	$808	Hold	250	–	–	0.03%	145
2025 Q2	$972	Hold	250	–	–	0.04%	146
2025 Q1	$1.09K	Hold	250	–	–	0.04%	141
2024 Q4	$922K	Hold	250	–	–	0.03%	150
2024 Q3	$1.3K	Hold	250	–	–	0.02%	138
2024 Q2	$135K	Hold	250	–	–	0.05%	141
2024 Q1	$130K	Hold	250	–	–	0.06%	142
2023 Q4	$119K	Hold	250	–	–	0.06%	145
2023 Q3	$109K	Hold	250	–	–	0.05%	142
2023 Q2	$111K	Hold	250	–	–	0.05%	141
2023 Q1	$115K	Hold	250	–	–	0.06%	142
2022 Q4	$128K	Hold	250	–	–	0.07%	125
2022 Q3	$114K	Hold	250	–	–	0.06%	134
2022 Q2	$121K	Hold	250	–	–	0.06%	137
2022 Q1	$123K	Hold	250	–	–	0.06%	142
2021 Q4	$116K	Hold	250	–	–	0.04%	153
2021 Q3	$93K	Hold	250	–	–	0.04%	159
2021 Q2	$95K	Hold	250	–	–	0.04%	157
2021 Q1	$90K	Hold	250	–	–	0.04%	157
2020 Q4	$80K	Hold	250	–	–	0.04%	161
2020 Q3	$67K	Hold	250	–	–	0.04%	156
2020 Q2	$66K	Hold	250	–	–	0.04%	159
2020 Q1	$57K	Hold	250	–	–	0.04%	160
2019 Q4	$76K	Hold	250	–	–	0.04%	155
2019 Q3	$60K	Hold	250	–	–	0.04%	170
2019 Q2	$71K	Hold	250	–	–	0.04%	163
2019 Q1	$72K	Hold	250	–	–	0.05%	159
2018 Q4	$65.7K	Hold	250	–	–	0.05%	153
2018 Q3	$68.5K	Hold	250	–	–	0.04%	163
2018 Q2	$59.5K	Hold	250	–	–	0.04%	167
2018 Q1	$54.9K	Hold	250	–	–	0.03%	175
2017 Q4	$56.3K	Hold	250	–	–	0.03%	164
2017 Q3	$47.5K	Hold	250	–	–	0.03%	188
2017 Q2	$47K	Hold	250	–	–	0.03%	190
2017 Q1	$41.3K	Hold	250	–	–	0.03%	196
2016 Q4	$35.9K	Hold	250	–	–	0.02%	202
2016 Q3	$31.3K	Sell	250 -1,050	-81%	-$136K	0.02%	214
2016 Q2	$171K	Hold	1,300	–	–	0.12%	110
2016 Q1	$181K	Hold	1,300	–	–	0.14%	107
2015 Q4	$181K	Hold	1,300	–	–	0.14%	108
2015 Q3	$182K	Hold	1,300	–	–	0.15%	107
2015 Q2	$213K	Hold	1,300	–	–	0.16%	100
2015 Q1	$201K	Hold	1,300	–	–	0.15%	103
2014 Q4	$163K	Hold	1,300	–	–	0.12%	109
2014 Q3	$156K	Hold	1,300	–	–	0.12%	107
2014 Q2	$140K	Hold	1,300	–	–	0.1%	111
2014 Q1	$129K	Hold	1,300	–	–	0.09%	113
2013 Q4	$120K	Hold	1,300	–	–	0.09%	113
2013 Q3	$109K	Hold	1,300	–	–	0.09%	116
2013 Q2	$106K	Buy	+1,300	New	+$97.3K	0.09%	115

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

West Oak Capital's ELV Position: Q3 2025 in Review

West Oak Capital held its Elevance Health (ELV) position steady in Q3 2025 at 250 shares worth $808. The position accounts for 0.03% of the portfolio, ranked #145.

West Oak Capital first reported a position in ELV in Q2 2013 and has held it in 50 quarters since. The position peaked at $922K in Q4 2024. 1,511 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

West Oak Capital held 250 shares of Elevance Health worth $808 as of Q3 2025.
West Oak Capital left its Elevance Health share count unchanged in Q3 2025.
Elevance Health made up 0.03% of West Oak Capital's portfolio in Q3 2025, its #145 holding.
West Oak Capital first reported a position in Elevance Health in Q2 2013 and has held it in 50 quarters since.
West Oak Capital's Elevance Health position peaked at $922K in Q4 2024.
1,511 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.