GAFA
ELV icon

Garton & Associates Financial Advisors’s Elevance Health ELV Stock Holding History

Garton & Associates Financial 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 		– Sell
-143
Closed -$50.2K – 290
2025
Q4 		$50.2K Buy
+143
New +$48.3K 0.03% 374

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Garton & Associates Financial Advisors's ELV Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 143 shares — an estimated $50.2K sold.

Garton & Associates Financial Advisors first reported a position in ELV in Q4 2025 and held it in 1 quarter. The position peaked at $50.2K in Q4 2025. 1,468 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 143 Elevance Health shares in Q1 2026, an estimated $50.2K.
  • Garton & Associates Financial Advisors first reported a position in Elevance Health in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Elevance Health position peaked at $50.2K in Q4 2025.
  • 1,468 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.