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Wetzel Investment Advisors’s Elevance Health ELV Stock Holding History

Wetzel 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
Q2 		– Sell
-463
Closed -$201K – 129
2025
Q1 		$201K Buy
+463
New +$186K 0.1% 119
2024
Q4 		– Sell
-463
Closed -$241K – 124
2024
Q3 		$241K Hold
463
– – 0.12% 108
2024
Q2 		$240K Hold
463
– – 0.14% 103
2024
Q1 		$243K Hold
463
– – 0.14% 100
2023
Q4 		$218K Buy
+463
New +$214K 0.13% 105

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Wetzel Investment Advisors's ELV Position: Q2 2025 in Review

Wetzel Investment Advisors sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 463 shares — an estimated $201K sold.

Wetzel Investment Advisors first reported a position in ELV in Q4 2023 and held it in 5 quarters. The position peaked at $243K in Q1 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Wetzel Investment Advisors reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Wetzel Investment Advisors sold 463 Elevance Health shares in Q2 2025, an estimated $201K.
  • Wetzel Investment Advisors first reported a position in Elevance Health in Q4 2023 and held it in 5 quarters.
  • Wetzel Investment Advisors's Elevance Health position peaked at $243K in Q1 2024.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Wetzel Investment Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.