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Gladstone Institutional Advisory’s Elevance Health ELV Stock Holding History

Gladstone Institutional Advisory’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 		$262K Buy
893
+147
+20% +$48.3K 0.01% 720
2025
Q4 		$262K Sell
746
-29
-4% -$9.8K 0.01% 677
2025
Q3 		$250K Buy
775
+106
+16% +$33K 0.01% 698
2025
Q2 		$260K Buy
669
+91
+16% +$36.6K 0.01% 638
2025
Q1 		$252K Buy
+578
New +$232K 0.01% 633
2024
Q4 		– Sell
-564
Closed -$293K – 707
2024
Q3 		$293K Sell
564
-43
-7% -$23K 0.01% 578
2024
Q2 		$329K Sell
607
-416
-41% -$220K 0.02% 516
2024
Q1 		$531K Sell
1,023
-149
-13% -$74.1K 0.03% 401
2023
Q4 		$553K Buy
1,172
+42
+4% +$19.4K 0.03% 398
2023
Q3 		$492K Buy
1,130
+33
+3% +$15K 0.03% 389
2023
Q2 		$487K Buy
1,097
+150
+16% +$69.2K 0.03% 401
2023
Q1 		$435K Buy
947
+48
+5% +$22.8K 0.03% 438
2022
Q4 		$461K Sell
899
-114
-11% -$57.9K 0.03% 418
2022
Q3 		$460K Buy
1,013
+47
+5% +$22.5K 0.04% 413
2022
Q2 		$466K Sell
966
-149
-13% -$73.7K 0.04% 425
2022
Q1 		$548K Sell
1,115
-50
-4% -$22.9K 0.04% 413
2021
Q4 		$540K Buy
1,165
+43
+4% +$18.1K 0.04% 367
2021
Q3 		$418K Buy
1,122
+51
+5% +$19.4K 0.04% 367
2021
Q2 		$409K Buy
1,071
+59
+6% +$22.5K 0.05% 330
2021
Q1 		$363K Buy
+1,012
New +$325K 0.06% 289

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Gladstone Institutional Advisory's ELV Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Elevance Health (ELV) stake by 20% in Q1 2026, buying an estimated $48.3K and bringing the position to 893 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #720.

Gladstone Institutional Advisory first reported a position in ELV in Q1 2021 and has held it in 20 quarters since. The position peaked at $553K in Q4 2023. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Gladstone Institutional Advisory held 893 shares of Elevance Health worth $262K as of Q1 2026.
  • Gladstone Institutional Advisory bought 147 Elevance Health shares in Q1 2026, an estimated $48.3K.
  • Elevance Health made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #720 holding.
  • Gladstone Institutional Advisory first reported a position in Elevance Health in Q1 2021 and has held it in 20 quarters since.
  • Gladstone Institutional Advisory's Elevance Health position peaked at $553K in Q4 2023.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.