GWM
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Gilpin Wealth Management’s Elevance Health ELV Stock Holding History

Gilpin Wealth 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
Q3 		$166K Buy
426
+6
+1% +$2.39K 0.11% 150
2026
Q2 		$162K Buy
420
+314
+296% +$116K 0.11% 148
2026
Q1 		$31K Buy
106
+41
+63% +$13.5K 0.02% 222
2025
Q4 		$22.8K Buy
+65
New +$22K 0.02% 228

Other funds holding ELV

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Gilpin Wealth Management's ELV Position: Q3 2026 in Review

Gilpin Wealth Management increased its Elevance Health (ELV) stake by 1.4% in Q3 2026, buying an estimated $2.39K and bringing the position to 426 shares worth $166K. The position accounts for 0.11% of the portfolio, ranked #150.

Gilpin Wealth Management first reported a position in ELV in Q4 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Gilpin Wealth Management held 426 shares of Elevance Health worth $166K as of Q3 2026.
  • Gilpin Wealth Management bought 6 Elevance Health shares in Q3 2026, an estimated $2.39K.
  • Elevance Health made up 0.11% of Gilpin Wealth Management's portfolio in Q3 2026, its #150 holding.
  • Gilpin Wealth Management first reported a position in Elevance Health in Q4 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.