Advus Financial Partners, LLC’s Elevance Health ELV Stock Holding History

Advus Financial Partners, LLC’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	–	Sell	-393	Closed	-$204K	–	227
2024 Q3	$204K	Sell	393 -60	-13%	-$32.1K	0.06%	220
2024 Q2	$246K	Buy	453 +61	+16%	+$32.2K	0.07%	177
2024 Q1	$203K	Buy	+392	New	+$195K	0.06%	200
2023 Q1	–	Sell	-438	Closed	-$225K	–	149
2022 Q4	$225K	Sell	438 -136	-24%	-$69.1K	0.1%	139
2022 Q3	$261K	Sell	574 -35	-6%	-$16.7K	0.14%	99
2022 Q2	$294K	Buy	609 +112	+23%	+$55.4K	0.15%	92
2022 Q1	$244K	Buy	+497	New	+$227K	0.12%	105
2021 Q3	$219K	Buy	+472	New	+$179K	0.12%	93

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advus Financial Partners, LLC's ELV Position: Q4 2024 in Review

Advus Financial Partners, LLC sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 393 shares — an estimated $204K sold.

Advus Financial Partners, LLC first reported a position in ELV in Q3 2021 and held it in 8 quarters. The position peaked at $294K in Q2 2022. 1,604 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Advus Financial Partners, LLC reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Advus Financial Partners, LLC sold 393 Elevance Health shares in Q4 2024, an estimated $204K.
Advus Financial Partners, LLC first reported a position in Elevance Health in Q3 2021 and held it in 8 quarters.
Advus Financial Partners, LLC's Elevance Health position peaked at $294K in Q2 2022.
1,604 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Advus Financial Partners, LLC's 13F filing for Q4 2024, filed 25 Aug 2026.