GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Elevance Health ELV Stock Holding History

Gerber Kawasaki Wealth & 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
2026
Q2 		$278K Buy
+718
New +$266K 0.01% 307
2026
Q1 		– Sell
-1,580
Closed -$554K – 357
2025
Q4 		$554K Buy
1,580
+161
+11% +$54.4K 0.02% 206
2025
Q3 		$459K Buy
1,419
+5
+0.4% +$1.55K 0.02% 226
2025
Q2 		$550K Buy
1,414
+640
+83% +$257K 0.02% 195
2025
Q1 		$337K Buy
774
+182
+31% +$73.1K 0.02% 229
2024
Q4 		$219K Buy
592
+24
+4% +$10K 0.01% 265
2024
Q3 		$295K Buy
568
+2
+0.4% +$1.07K 0.01% 236
2024
Q2 		$307K Buy
566
+2
+0.4% +$1.06K 0.02% 222
2024
Q1 		$293K Buy
564
+2
+0.4% +$995 0.02% 226
2023
Q4 		$265K Buy
562
+1
+0.2% +$462 0.02% 219
2023
Q3 		$244K Sell
561
-25
-4% -$11.3K 0.02% 219
2023
Q2 		$260K Sell
586
-62
-10% -$28.6K 0.02% 217
2023
Q1 		$298K Sell
648
-15
-2% -$7.14K 0.02% 200
2022
Q4 		$340K Sell
663
-19
-3% -$9.65K 0.03% 187
2022
Q3 		$309K Buy
682
+40
+6% +$19.1K 0.03% 178
2022
Q2 		$309K Buy
642
+26
+4% +$12.9K 0.03% 185
2022
Q1 		$302K Buy
616
+8
+1% +$3.66K 0.02% 204
2021
Q4 		$281K Buy
608
+13
+2% +$5.47K 0.02% 217
2021
Q3 		$221K Buy
595
+45
+8% +$17.1K 0.03% 173
2021
Q2 		$209K Buy
+550
New +$210K 0.02% 231

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ELV Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management opened a new position in Elevance Health (ELV) in Q2 2026: 718 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings. This is a return to the name: Gerber Kawasaki Wealth & Investment Management previously reported a position in ELV as recently as Q4 2025.

Gerber Kawasaki Wealth & Investment Management first reported a position in ELV in Q2 2021 and has held it in 20 quarters since. The position peaked at $554K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 718 shares of Elevance Health worth $278K as of Q2 2026.
  • Elevance Health was a new Gerber Kawasaki Wealth & Investment Management position in Q2 2026.
  • Elevance Health made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #307 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Elevance Health in Q2 2021 and has held it in 20 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Elevance Health position peaked at $554K in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.