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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

GoalVest Advisory's ELV Position: Q1 2026 in Review

GoalVest Advisory sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 30 shares — an estimated $10.5K sold.

GoalVest Advisory first reported a position in ELV in Q1 2022 and held it in 6 quarters. The position peaked at $323K in Q1 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

GoalVest Advisory reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 30 Elevance Health shares in Q1 2026, an estimated $10.5K.
GoalVest Advisory first reported a position in Elevance Health in Q1 2022 and held it in 6 quarters.
GoalVest Advisory's Elevance Health position peaked at $323K in Q1 2022.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.