Godshalk Welsh Capital Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $242K | Buy |
+625
| New | +$232K | 0.13% | 127 |
|
|
2026
Q1 | – | Sell |
-625
| Closed | -$219K | – | 132 |
|
|
2025
Q4 | $219K | Hold |
625
| – | – | 0.13% | 124 |
|
|
2025
Q3 | $202K | Sell |
625
-25
| -4% | -$7.78K | 0.12% | 129 |
|
|
2025
Q2 | $253K | Hold |
650
| – | – | 0.16% | 117 |
|
|
2025
Q1 | $283K | Hold |
650
| – | – | 0.18% | 107 |
|
|
2024
Q4 | $240K | Hold |
650
| – | – | 0.15% | 109 |
|
|
2024
Q3 | $338K | Hold |
650
| – | – | 0.21% | 97 |
|
|
2024
Q2 | $352K | Hold |
650
| – | – | 0.23% | 93 |
|
|
2024
Q1 | $337K | Hold |
650
| – | – | 0.23% | 95 |
|
|
2023
Q4 | $307K | Hold |
650
| – | – | 0.22% | 100 |
|
|
2023
Q3 | $283K | Hold |
650
| – | – | 0.21% | 98 |
|
|
2023
Q2 | $289K | Hold |
650
| – | – | 0.2% | 100 |
|
|
2023
Q1 | $299K | Hold |
650
| – | – | 0.21% | 98 |
|
|
2022
Q4 | $333K | Buy |
+650
| New | +$330K | 0.24% | 93 |
|
|
2022
Q3 | – | Sell |
-675
| Closed | -$326K | – | 119 |
|
|
2022
Q2 | $326K | Sell |
675
-40
| -6% | -$19.8K | 0.23% | 94 |
|
|
2022
Q1 | $351K | Hold |
715
| – | – | 0.22% | 99 |
|
|
2021
Q4 | $331K | Hold |
715
| – | – | 0.19% | 101 |
|
|
2021
Q3 | $267K | Hold |
715
| – | – | 0.17% | 104 |
|
|
2021
Q2 | $275K | Hold |
715
| – | – | 0.17% | 104 |
|
|
2021
Q1 | $257K | Hold |
715
| – | – | 0.18% | 105 |
|
|
2020
Q4 | $230K | Buy |
+715
| New | +$219K | 0.17% | 106 |
|
|
2020
Q1 | – | Sell |
-715
| Closed | -$216K | – | 104 |
|
|
2019
Q4 | $216K | Buy |
+715
| New | +$197K | 0.18% | 106 |
|
|
2019
Q3 | – | Sell |
-715
| Closed | -$202K | – | 110 |
|
|
2019
Q2 | $202K | Hold |
715
| – | – | 0.19% | 106 |
|
|
2019
Q1 | $205K | Sell |
715
-100
| -12% | -$28.9K | 0.2% | 104 |
|
|
2018
Q4 | $214K | Sell |
815
-25
| -3% | -$6.87K | 0.24% | 97 |
|
|
2018
Q3 | $230K | Hold |
840
| – | – | 0.22% | 100 |
|
|
2018
Q2 | $200K | Buy |
+840
| New | +$195K | 0.21% | 107 |
|
|
2016
Q2 | – | Sell |
-2,363
| Closed | -$328K | – | 129 |
|
|
2016
Q1 | $328K | Hold |
2,363
| – | – | 0.34% | 102 |
|
|
2015
Q4 | $329K | Buy |
2,363
+798
| +51% | +$110K | 0.34% | 101 |
|
|
2015
Q3 | $219K | Hold |
1,565
| – | – | 0.24% | 129 |
|
|
2015
Q2 | $257K | Sell |
1,565
-285
| -15% | -$45.5K | 0.26% | 123 |
|
|
2015
Q1 | $286K | Hold |
1,850
| – | – | 0.29% | 112 |
|
|
2014
Q4 | $232K | Buy |
+1,850
| New | +$229K | 0.21% | 129 |
|
Other funds holding ELV
Godshalk Welsh Capital Management's ELV Position: Q2 2026 in Review
Godshalk Welsh Capital Management opened a new position in Elevance Health (ELV) in Q2 2026: 625 shares worth $242K. The stake represents 0.13% of the portfolio and ranks #127 among its holdings. This is a return to the name: Godshalk Welsh Capital Management previously reported a position in ELV as recently as Q4 2025.
Godshalk Welsh Capital Management first reported a position in ELV in Q4 2014 and has held it in 33 quarters since. The position peaked at $352K in Q2 2024. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Godshalk Welsh Capital Management held 625 shares of Elevance Health worth $242K as of Q2 2026.
- Elevance Health was a new Godshalk Welsh Capital Management position in Q2 2026.
- Elevance Health made up 0.13% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #127 holding.
- Godshalk Welsh Capital Management first reported a position in Elevance Health in Q4 2014 and has held it in 33 quarters since.
- Godshalk Welsh Capital Management's Elevance Health position peaked at $352K in Q2 2024.
- 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.