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Wingate Wealth Advisors’s Elevance Health ELV Stock Holding History

Wingate Wealth 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
Q1 		– Sell
-338
Closed -$125K – 191
2024
Q4 		$125K Buy
+338
New +$141K 0.12% 126

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Wellington Management Group
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Wingate Wealth Advisors's ELV Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 338 shares — an estimated $125K sold.

Wingate Wealth Advisors first reported a position in ELV in Q4 2024 and held it in 1 quarter. The position peaked at $125K in Q4 2024. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 338 Elevance Health shares in Q1 2025, an estimated $125K.
  • Wingate Wealth Advisors first reported a position in Elevance Health in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Elevance Health position peaked at $125K in Q4 2024.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.