World Equity Group’s Elevance Health ELV Stock Holding History

World Equity Group’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	-443	Closed	-$226K	–	328
2025 Q1	$226K	Sell	443 -786	-64%	-$316K	0.06%	276
2024 Q4	$453K	Sell	1,229 -12	-1%	-$5.02K	0.1%	205
2024 Q3	$645K	Sell	1,241 -2,486	-67%	-$1.33M	0.23%	103
2024 Q2	$2.02M	Sell	3,727 -2,127	-36%	-$1.12M	0.6%	40
2024 Q1	$3.04M	Sell	5,854 -58	-1%	-$28.8K	0.62%	36
2023 Q4	$2.79M	Sell	5,912 -1,310	-18%	-$606K	0.56%	38
2023 Q3	$3.14M	Buy	7,222 +3,816	+112%	+$1.73M	0.65%	28
2023 Q2	$1.51M	Sell	3,406 -13,572	-80%	-$6.26M	0.45%	52
2023 Q1	$833K	Buy	16,978 +13,626	+407%	+$6.48M	0.12%	190
2022 Q4	$1.72M	Sell	3,352 -17	-0.5%	-$8.63K	0.41%	69
2022 Q3	$1.53M	Sell	3,369 -26	-0.8%	-$12.4K	0.39%	69
2022 Q2	$1.64M	Sell	3,395 -485	-13%	-$240K	0.41%	65
2022 Q1	$1.91M	Buy	+3,880	New	+$1.77M	0.41%	63

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

World Equity Group's ELV Position: Q2 2025 in Review

World Equity Group sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 443 shares — an estimated $226K sold.

World Equity Group first reported a position in ELV in Q1 2022 and held it in 13 quarters. The position peaked at $3.14M in Q3 2023. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

World Equity Group reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
World Equity Group sold 443 Elevance Health shares in Q2 2025, an estimated $226K.
World Equity Group first reported a position in Elevance Health in Q1 2022 and held it in 13 quarters.
World Equity Group's Elevance Health position peaked at $3.14M in Q3 2023.
1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on World Equity Group's 13F filing for Q2 2025, filed 15 Jul 2025.