GSWM
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Golden State Wealth Management’s Elevance Health ELV Stock Holding History

Golden State Wealth Management’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 		$63.1K Buy
163
+5
+3% +$1.85K 0.01% 674
2026
Q1 		$46.3K Sell
158
-9
-5% -$2.96K 0.01% 705
2025
Q4 		$58.8K Sell
167
-22
-12% -$7.43K 0.01% 649
2025
Q3 		$61.2K Sell
189
-4
-2% -$1.24K 0.01% 622
2025
Q2 		$75.2K Sell
193
-4
-2% -$1.61K 0.01% 553
2025
Q1 		$85.9K Sell
197
-5
-2% -$2.01K 0.01% 483
2024
Q4 		$74.7K Buy
+202
New +$84.5K 0.01% 487
2020
Q2 		– Sell
-261
Closed -$59K – 437
2020
Q1 		$59K Buy
+261
New +$71.1K 0.03% 333
2019
Q4 		– Sell
-591
Closed -$142K – 291
2019
Q3 		$142K Sell
591
-79
-12% -$21.6K 0.05% 254
2019
Q2 		$189K Hold
670
– – 0.06% 233
2019
Q1 		$192K Buy
+670
New +$194K 0.06% 232

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

Golden State Wealth Management's ELV Position: Q2 2026 in Review

Golden State Wealth Management increased its Elevance Health (ELV) stake by 3.2% in Q2 2026, buying an estimated $1.85K and bringing the position to 163 shares worth $63.1K. The position accounts for 0.01% of the portfolio, ranked #674.

Golden State Wealth Management first reported a position in ELV in Q1 2019 and has held it in 11 quarters since. The position peaked at $192K in Q1 2019. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Golden State Wealth Management held 163 shares of Elevance Health worth $63.1K as of Q2 2026.
  • Golden State Wealth Management bought 5 Elevance Health shares in Q2 2026, an estimated $1.85K.
  • Elevance Health made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #674 holding.
  • Golden State Wealth Management first reported a position in Elevance Health in Q1 2019 and has held it in 11 quarters since.
  • Golden State Wealth Management's Elevance Health position peaked at $192K in Q1 2019.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.