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Westbourne Investment Advisors’s Elevance Health ELV Stock Holding History

Westbourne Investment 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
-14,646
Closed -$5.7M – 120
2025
Q2 		$5.7M Sell
14,646
-48
-0.3% -$19.3K 1.73% 22
2025
Q1 		$6.39M Buy
14,694
+281
+2% +$113K 2.27% 17
2024
Q4 		$5.32M Buy
14,413
+2,283
+19% +$955K 1.82% 22
2024
Q3 		$6.31M Buy
12,130
+159
+1% +$84.9K 2.2% 16
2024
Q2 		$6.49M Sell
11,971
-78
-0.6% -$41.2K 2.35% 12
2024
Q1 		$6.25M Buy
12,049
+121
+1% +$60.2K 2.3% 13
2023
Q4 		$5.63M Sell
11,928
-61
-0.5% -$28.2K 2.25% 16
2023
Q3 		$5.22M Buy
11,989
+1,103
+10% +$500K 2.4% 13
2023
Q2 		$4.84M Buy
10,886
+110
+1% +$50.7K 2.17% 15
2023
Q1 		$4.96M Sell
10,776
-324
-3% -$154K 2.39% 13
2022
Q4 		$5.69M Buy
11,100
+330
+3% +$168K 2.88% 10
2022
Q3 		$4.89M Buy
+10,770
New +$5.15M 2.59% 13
2022
Q2 		– Sell
-12,432
Closed -$6.11M – 94
2022
Q1 		$6.11M Sell
12,432
-1,776
-13% -$812K 2.53% 14
2021
Q4 		$6.59M Buy
14,208
+40
+0.3% +$16.8K 2.59% 14
2021
Q3 		$5.28M Sell
14,168
-142
-1% -$54K 2.41% 16
2021
Q2 		$5.46M Buy
14,310
+268
+2% +$102K 2.48% 14
2021
Q1 		$5.04M Buy
14,042
+2,020
+17% +$650K 2.51% 15
2020
Q4 		$3.86M Buy
12,022
+155
+1% +$47.6K 2.26% 16
2020
Q3 		$3.19M Buy
11,867
+1,284
+12% +$345K 3.65% 8
2020
Q2 		$2.78M Buy
10,583
+924
+10% +$247K 3.43% 8
2020
Q1 		$2.19M Buy
9,659
+1,997
+26% +$544K 2.02% 13
2019
Q4 		$2.31M Buy
7,662
+1,110
+17% +$305K 1.58% 15
2019
Q3 		$1.57M Buy
6,552
+1,463
+29% +$401K 1.18% 26
2019
Q2 		$1.44M Buy
5,089
+695
+16% +$190K 1.16% 25
2019
Q1 		$1.26M Buy
4,394
+82
+2% +$23.7K 0.97% 28
2018
Q4 		$1.13M Buy
4,312
+975
+29% +$268K 0.98% 31
2018
Q3 		$915K Buy
3,337
+1,007
+43% +$261K 0.66% 45
2018
Q2 		$555K Sell
2,330
-150
-6% -$34.7K 0.48% 55
2018
Q1 		$545K Sell
2,480
-100
-4% -$23.5K 0.44% 63
2017
Q4 		$581K Sell
2,580
-245
-9% -$52.2K 0.44% 60
2017
Q3 		$536K Buy
2,825
+175
+7% +$33.3K 0.42% 61
2017
Q2 		$499K Sell
2,650
-455
-15% -$81.8K 0.41% 64
2017
Q1 		$514K Buy
3,105
+88
+3% +$14K 0.42% 63
2016
Q4 		$434K Sell
3,017
-830
-22% -$111K 0.38% 68
2016
Q3 		$482K Hold
3,847
– – 0.43% 64
2016
Q2 		$505K Buy
3,847
+577
+18% +$78.9K 0.46% 62
2016
Q1 		$454K Buy
3,270
+50
+2% +$6.68K 0.43% 69
2015
Q4 		$449K Buy
3,220
+1,150
+56% +$158K 0.43% 64
2015
Q3 		$290K Sell
2,070
-100
-5% -$15K 0.29% 84
2015
Q2 		$356K Buy
+2,170
New +$347K 0.32% 81

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

Westbourne Investment Advisors's ELV Position: Q3 2025 in Review

Westbourne Investment Advisors sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 14,646 shares — an estimated $5.7M sold.

Westbourne Investment Advisors first reported a position in ELV in Q2 2015 and held it in 40 quarters. The position peaked at $6.59M in Q4 2021. 1,510 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Westbourne Investment Advisors reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Westbourne Investment Advisors sold 14,646 Elevance Health shares in Q3 2025, an estimated $5.7M.
  • Westbourne Investment Advisors first reported a position in Elevance Health in Q2 2015 and held it in 40 quarters.
  • Westbourne Investment Advisors's Elevance Health position peaked at $6.59M in Q4 2021.
  • 1,510 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Westbourne Investment Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.