GoalVest Advisory’s Elevance Health ELV Stock Holding History

GoalVest 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 Q3	$5.44K	Buy	+14	New	+$5.59K	﹤0.01%	550
2026 Q1	–	Sell	-30	Closed	-$10.5K	–	480
2025 Q4	$10.5K	Buy	+30	New	+$10.1K	﹤0.01%	414
2023 Q4	–	Sell	-5	Closed	-$2.18K	–	409
2023 Q3	$2.18K	Buy	+5	New	+$2.27K	﹤0.01%	418
2023 Q1	–	Sell	-23	Closed	-$11.8K	–	270
2022 Q4	$11.8K	Hold	23	–	–	0.01%	180
2022 Q3	$10K	Sell	23 -633	-96%	-$303K	0.01%	187
2022 Q2	$313K	Sell	656 -1	-0.2%	-$495	0.2%	105
2022 Q1	$323K	Buy	+657	New	+$300K	0.18%	100

Other funds holding ELV

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

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

GoalVest Advisory's ELV Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Elevance Health (ELV) in Q3 2026: 14 shares worth $5.44K. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ELV as recently as Q4 2025.

GoalVest Advisory first reported a position in ELV in Q1 2022 and has held it in 7 quarters since. The position peaked at $323K in Q1 2022. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

GoalVest Advisory held 14 shares of Elevance Health worth $5.44K as of Q3 2026.
Elevance Health was a new GoalVest Advisory position in Q3 2026.
Elevance Health made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #550 holding.
GoalVest Advisory first reported a position in Elevance Health in Q1 2022 and has held it in 7 quarters since.
GoalVest Advisory's Elevance Health position peaked at $323K in Q1 2022.
64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.