Golden State Equity Partners’s Elevance Health ELV Stock Holding History

Golden State Equity Partners’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	$5.03K	Sell	13 -87	-87%	-$32.3K	0.01%	253
2026 Q1	$29.3K	Sell	100 -984	-91%	-$323K	﹤0.01%	995
2025 Q4	$380K	Sell	1,084 -1,592	-59%	-$538K	0.06%	346
2025 Q3	$865K	Buy	2,676 +1,450	+118%	+$451K	0.15%	166
2025 Q2	$477K	Buy	1,226 +208	+20%	+$83.7K	0.09%	252
2025 Q1	$443K	Sell	1,018 -20	-2%	-$8.03K	0.09%	268
2024 Q4	$383K	Buy	1,038 +474	+84%	+$198K	0.07%	282
2024 Q3	$293K	Sell	564 -2,211	-80%	-$1.18M	0.15%	143
2024 Q2	$1.5M	Buy	+2,775	New	+$1.47M	0.31%	74
2023 Q4	$1.58M	Sell	3,344 -21	-0.6%	-$9.71K	0.38%	65
2023 Q3	$1.47M	Buy	3,365 +146	+5%	+$66.2K	0.41%	63
2023 Q2	$1.43M	Buy	3,219 +396	+14%	+$183K	0.4%	54
2023 Q1	$1.3M	Buy	+2,823	New	+$1.34M	0.7%	41
2021 Q1	–	Sell	-945	Closed	-$303K	–	183
2020 Q4	$303K	Buy	+945	New	+$290K	0.21%	120

Other funds holding ELV

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Golden State Equity Partners's ELV Position: Q2 2026 in Review

Golden State Equity Partners reduced its Elevance Health (ELV) stake by 87% in Q2 2026, selling an estimated $32.3K and leaving 13 shares worth $5.03K. The position accounts for 0.01% of the portfolio, ranked #253.

Golden State Equity Partners first reported a position in ELV in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.58M in Q4 2023. 758 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Golden State Equity Partners held 13 shares of Elevance Health worth $5.03K as of Q2 2026.
Golden State Equity Partners sold 87 Elevance Health shares in Q2 2026, an estimated $32.3K.
Elevance Health made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #253 holding.
Golden State Equity Partners first reported a position in Elevance Health in Q4 2020 and has held it in 14 quarters since.
Golden State Equity Partners's Elevance Health position peaked at $1.58M in Q4 2023.
758 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.