ZIM
ELV icon

Zacks Investment Management’s Elevance Health ELV Stock Holding History

Zacks Investment Management’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
Q3 		– Sell
-849
Closed -$330K – 780
2025
Q2 		$330K Buy
849
+182
+27% +$73.2K ﹤0.01% 541
2025
Q1 		$290K Sell
667
-25
-4% -$10K ﹤0.01% 555
2024
Q4 		$255K Sell
692
-291
-30% -$122K ﹤0.01% 586
2024
Q3 		$511K Buy
+983
New +$525K ﹤0.01% 492
2024
Q2 		– Sell
-903
Closed -$468K – 656
2024
Q1 		$468K Sell
903
-39
-4% -$19.4K 0.01% 479
2023
Q4 		$444K Buy
942
+430
+84% +$199K 0.01% 478
2023
Q3 		$223K Sell
512
-18,525
-97% -$8.4M ﹤0.01% 558
2023
Q2 		$8.46M Buy
+19,037
New +$8.78M 0.11% 152
2018
Q2 		– Sell
-1,080
Closed -$237K – 563
2018
Q1 		$237K Buy
+1,080
New +$254K 0.01% 487
2017
Q3 		– Sell
-2,259
Closed -$425K – 601
2017
Q2 		$425K Buy
+2,259
New +$406K 0.01% 470
2016
Q3 		– Sell
-11,776
Closed -$1.55M – 671
2016
Q2 		$1.55M Buy
11,776
+8,123
+222% +$1.11M 0.05% 252
2016
Q1 		$508K Sell
3,653
-1,721
-32% -$230K 0.02% 445
2015
Q4 		$749K Sell
5,374
-5,390
-50% -$743K 0.02% 352
2015
Q3 		$1.51M Buy
+10,764
New +$1.62M 0.05% 228

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Zacks Investment Management's ELV Position: Q3 2025 in Review

Zacks Investment Management sold out of Elevance Health (ELV) in Q3 2025, closing a stake of 849 shares — an estimated $330K sold.

Zacks Investment Management first reported a position in ELV in Q3 2015 and held it in 14 quarters. The position peaked at $8.46M in Q2 2023. 1,512 funds tracked by Wall St. Rank hold ELV as of Q3 2025.

  • Zacks Investment Management reported no remaining Elevance Health position as of Q3 2025 after selling out during the quarter.
  • Zacks Investment Management sold 849 Elevance Health shares in Q3 2025, an estimated $330K.
  • Zacks Investment Management first reported a position in Elevance Health in Q3 2015 and held it in 14 quarters.
  • Zacks Investment Management's Elevance Health position peaked at $8.46M in Q2 2023.
  • 1,512 funds tracked by Wall St. Rank held Elevance Health as of Q3 2025.

Based on Zacks Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.