WWP
ELV icon

WR Wealth Planners’s Elevance Health ELV Stock Holding History

WR Wealth Planners’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
2024
Q4 		$5.9K Sell
16
-6
-27% -$2.51K ﹤0.01% 669
2024
Q3 		$11.4K Sell
22
-7
-24% -$3.74K ﹤0.01% 602
2024
Q2 		$15.7K Buy
29
+12
+71% +$6.34K ﹤0.01% 487
2024
Q1 		$8.81K Buy
+17
New +$8.46K ﹤0.01% 619
2023
Q4 		– Sell
-68
Closed -$29.6K – 379
2023
Q3 		$29.6K Hold
68
– – 0.01% 380
2023
Q2 		$30.2K Buy
68
+33
+94% +$15.2K 0.01% 382
2023
Q1 		$16.1K Buy
+35
New +$16.7K 0.01% 455

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's ELV Position: Q4 2024 in Review

WR Wealth Planners reduced its Elevance Health (ELV) stake by 27% in Q4 2024, selling an estimated $2.51K and leaving 16 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

WR Wealth Planners first reported a position in ELV in Q1 2023 and has held it in 7 quarters since. The position peaked at $30.2K in Q2 2023. 1,603 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • WR Wealth Planners held 16 shares of Elevance Health worth $5.9K as of Q4 2024.
  • WR Wealth Planners sold 6 Elevance Health shares in Q4 2024, an estimated $2.51K.
  • Elevance Health made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #669 holding.
  • WR Wealth Planners first reported a position in Elevance Health in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Elevance Health position peaked at $30.2K in Q2 2023.
  • 1,603 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.