Garrison Point Advisors’s Elevance Health ELV Stock Holding History

Garrison Point 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 Q1	$586K	Hold	2,000	–	–	0.27%	99
2025 Q4	$701K	Hold	2,000	–	–	0.31%	82
2025 Q3	$646K	Hold	2,000	–	–	0.27%	92
2025 Q2	$778K	Hold	2,000	–	–	0.36%	71
2025 Q1	$870K	Hold	2,000	–	–	0.42%	65
2024 Q4	$738K	Hold	2,000	–	–	0.35%	73
2024 Q3	$1.04M	Hold	2,000	–	–	0.64%	46
2024 Q2	$1.08M	Hold	2,000	–	–	0.72%	41
2024 Q1	$1.04M	Hold	2,000	–	–	0.67%	48
2023 Q4	$943K	Sell	2,000 -150	-7%	-$69.4K	0.67%	44
2023 Q3	$936K	Hold	2,150	–	–	0.72%	41
2023 Q2	$955K	Sell	2,150 -150	-7%	-$69.2K	0.69%	44
2023 Q1	$1.06M	Hold	2,300	–	–	0.79%	39
2022 Q4	$1.18M	Sell	2,300 -400	-15%	-$203K	0.97%	32
2022 Q3	$1.23M	Hold	2,700	–	–	1.09%	28
2022 Q2	$1.3M	Hold	2,700	–	–	1.08%	28
2022 Q1	$1.33M	Hold	2,700	–	–	0.93%	31
2021 Q4	$1.25M	Hold	2,700	–	–	0.83%	39
2021 Q3	$1.01M	Hold	2,700	–	–	0.73%	44
2021 Q2	$1.03M	Sell	2,700 -300	-10%	-$115K	0.74%	46
2021 Q1	$1.08M	Hold	3,000	–	–	0.84%	41
2020 Q4	$963K	Hold	3,000	–	–	0.77%	46
2020 Q3	$806K	Hold	3,000	–	–	0.73%	47
2020 Q2	$789K	Hold	3,000	–	–	0.78%	46
2020 Q1	$681K	Hold	3,000	–	–	0.83%	49
2019 Q4	$906K	Hold	3,000	–	–	0.83%	45
2019 Q3	$720K	Hold	3,000	–	–	0.71%	54
2019 Q2	$847K	Hold	3,000	–	–	0.85%	44
2019 Q1	$861K	Hold	3,000	–	–	0.9%	39
2018 Q4	$788K	Buy	+3,000	New	+$825K	0.97%	40

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Garrison Point Advisors's ELV Position: Q1 2026 in Review

Garrison Point Advisors held its Elevance Health (ELV) position steady in Q1 2026 at 2,000 shares worth $586K. The position accounts for 0.27% of the portfolio, ranked #99.

Garrison Point Advisors first reported a position in ELV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.33M in Q1 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Garrison Point Advisors held 2,000 shares of Elevance Health worth $586K as of Q1 2026.
Garrison Point Advisors left its Elevance Health share count unchanged in Q1 2026.
Elevance Health made up 0.27% of Garrison Point Advisors's portfolio in Q1 2026, its #99 holding.
Garrison Point Advisors first reported a position in Elevance Health in Q4 2018 and has held it in 30 quarters since.
Garrison Point Advisors's Elevance Health position peaked at $1.33M in Q1 2022.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.