BOLTON SECURITIES CORPORATION’s Elevance Health ELV Stock Holding History

BOLTON SECURITIES CORPORATION’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	$2.5M	Buy	+5,745	New	+$2.31M	0.15%	175

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 $3.44T AUM 36.12% 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

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ELV Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Elevance Health (ELV) in Q1 2025: 5,745 shares worth $2.5M. The stake represents 0.15% of the portfolio and ranks #175 among its holdings.

1,672 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

BOLTON SECURITIES CORPORATION held 5,745 shares of Elevance Health worth $2.5M as of Q1 2025.
Elevance Health was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Elevance Health made up 0.15% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #175 holding.
1,672 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.