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Annis Gardner Whiting Capital Advisors’s Elevance Health ELV Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2026
Q2 		– Sell
-72
Closed -$21.1K – 600
2026
Q1 		$21.1K Sell
72
-119
-62% -$39.1K ﹤0.01% 718
2025
Q4 		$67K Buy
191
+38
+25% +$12.8K 0.01% 480
2025
Q3 		$49.4K Sell
153
-42
-22% -$13.1K 0.01% 503
2025
Q2 		$75.8K Buy
195
+25
+15% +$10.1K 0.03% 349
2025
Q1 		$73.9K Buy
170
+5
+3% +$2.01K 0.03% 310
2024
Q4 		$60.9K Sell
165
-124
-43% -$51.9K 0.02% 327
2024
Q3 		$150K Sell
289
-51
-15% -$27.2K 0.04% 237
2024
Q2 		$184K Buy
340
+4
+1% +$2.11K 0.05% 219
2024
Q1 		$174K Buy
336
+129
+62% +$64.2K 0.06% 201
2023
Q4 		$97.6K Buy
207
+16
+8% +$7.4K 0.04% 225
2023
Q3 		$83.2K Buy
+191
New +$86.6K 0.04% 232

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's ELV Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 72 shares — an estimated $21.1K sold.

Annis Gardner Whiting Capital Advisors first reported a position in ELV in Q3 2023 and held it in 11 quarters. The position peaked at $184K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 72 Elevance Health shares in Q2 2026, an estimated $21.1K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Elevance Health in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Elevance Health position peaked at $184K in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.