ELV β€” ELEVANCE HEALTH INC

Ownership history in Compound Global Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Compound Global Advisors, LLC reported ELEVANCE HEALTH INC (ELV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 5.82% in 2025 Q2. The latest visible filing shows ELV at 3.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ELV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Compound Global Advisors, LLC's position in ELEVANCE HEALTH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ELV was reported at 3.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.82% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Compound Global Advisors, LLC held ELV β€” position size vs. price
% of Fund (quarterly)    ELV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 164 β€” 0% 3.19% $57K 2026-02-14 (Est.) $344.68
2025 Q3 UNCHANGED 164 β€” 0% 2.88% $53K 2025-10-16 $344.27
2025 Q2 REDUCED 164 -820 -83.3% 5.82% $64K 2025-07-29 $283.94
2025 Q1 REDUCED 984 -2,100 -68.1% 2.31% $391K 2025-04-28 $405.17
2024 Q4 INITIATED 3,084 β€” β€” 4.63% $1.1M 2025-01-29 $390.29

FAQ About Compound Global Advisors, LLC and ELV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Compound Global Advisors, LLC reported owning ELV?

Compound Global Advisors, LLC reported ELV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ELV position in Compound Global Advisors, LLC's portfolio?

The largest reported portfolio weight for ELV was 5.82% in 2025 Q2.

What is the latest reported ELV position on this page?

The most recent filing on this page is 2025 Q4, when Compound Global Advisors, LLC reported 164 shares, equal to 3.19% of portfolio, with an estimated market value of $57K.

What does the chart on this ELV ownership page compare?

The chart compares Compound Global Advisors, LLC's quarterly ELV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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