GJIA
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Glass Jacobson Investment Advisors’s Elevance Health ELV Stock Holding History

Glass Jacobson Investment 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
Q2 		$387 Hold
1
– – ﹤0.01% 598
2026
Q1 		$293 Buy
+1
New +$329 ﹤0.01% 594
2025
Q3 		– Sell
-100
Closed -$38.9K – 589
2025
Q2 		$38.9K Buy
100
+80
+400% +$32.2K 0.02% 315
2025
Q1 		$7.38K Hold
20
– – ﹤0.01% 629
2024
Q4 		$7.38K Buy
20
+4
+25% +$1.67K ﹤0.01% 629
2024
Q3 		$8.32K Hold
16
– – ﹤0.01% 583
2024
Q2 		$8.67K Hold
16
– – ﹤0.01% 569
2024
Q1 		$8.3K Hold
16
– – ﹤0.01% 576
2023
Q4 		$7.54K Sell
16
-3
-16% -$1.39K ﹤0.01% 546
2023
Q3 		$8.27K Buy
19
+1
+6% +$454 ﹤0.01% 515
2023
Q2 		$8K Buy
+18
New +$8.3K ﹤0.01% 529
2022
Q4 		$9.23K Buy
+18
New +$9.14K ﹤0.01% 526

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Glass Jacobson Investment Advisors's ELV Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Elevance Health (ELV) position steady in Q2 2026 at 1 share worth $387. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Glass Jacobson Investment Advisors first reported a position in ELV in Q4 2022 and has held it in 12 quarters since. The position peaked at $38.9K in Q2 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Glass Jacobson Investment Advisors held 1 share of Elevance Health worth $387 as of Q2 2026.
  • Glass Jacobson Investment Advisors left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #598 holding.
  • Glass Jacobson Investment Advisors first reported a position in Elevance Health in Q4 2022 and has held it in 12 quarters since.
  • Glass Jacobson Investment Advisors's Elevance Health position peaked at $38.9K in Q2 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.