GWM
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GSB Wealth Management’s Elevance Health ELV Stock Holding History

GSB 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
2025
Q4 		– Sell
-1,037
Closed -$335K – 236
2025
Q3 		$335K Buy
1,037
+160
+18% +$49.8K 0.08% 170
2025
Q2 		$341K Sell
877
-3
-0.3% -$1.21K 0.08% 176
2025
Q1 		$383K Sell
880
-9
-1% -$3.61K 0.1% 154
2024
Q4 		$328K Sell
889
-58
-6% -$24.3K 0.08% 172
2024
Q3 		$493K Buy
947
+1
+0.1% +$534 0.13% 143
2024
Q2 		$513K Buy
946
+1
+0.1% +$529 0.14% 143
2024
Q1 		$490K Buy
945
+2
+0.2% +$995 0.14% 143
2023
Q4 		$445K Buy
943
+1
+0.1% +$462 0.14% 139
2023
Q3 		$410K Buy
942
+9
+1% +$4.08K 0.14% 138
2023
Q2 		$415K Buy
933
+1
+0.1% +$461 0.13% 142
2023
Q1 		$428K Buy
932
+1
+0.1% +$476 0.14% 149
2022
Q4 		$477K Sell
931
-8
-0.9% -$4.06K 0.17% 140
2022
Q3 		$427K Buy
939
+1
+0.1% +$478 0.15% 151
2022
Q2 		$453K Sell
938
-107
-10% -$52.9K 0.15% 151
2022
Q1 		$513K Buy
1,045
+1
+0.1% +$457 0.15% 158
2021
Q4 		$484K Buy
+1,044
New +$439K 0.14% 160
2021
Q3 		– Sell
-803
Closed -$306K – 174
2021
Q2 		$306K Buy
803
+1
+0.1% +$382 0.1% 184
2021
Q1 		$288K Buy
+802
New +$258K 0.1% 173

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

GSB Wealth Management's ELV Position: Q4 2025 in Review

GSB Wealth Management sold out of Elevance Health (ELV) in Q4 2025, closing a stake of 1,037 shares — an estimated $335K sold.

GSB Wealth Management first reported a position in ELV in Q1 2021 and held it in 18 quarters. The position peaked at $513K in Q1 2022. 1,553 funds tracked by Wall St. Rank hold ELV as of Q4 2025.

  • GSB Wealth Management reported no remaining Elevance Health position as of Q4 2025 after selling out during the quarter.
  • GSB Wealth Management sold 1,037 Elevance Health shares in Q4 2025, an estimated $335K.
  • GSB Wealth Management first reported a position in Elevance Health in Q1 2021 and held it in 18 quarters.
  • GSB Wealth Management's Elevance Health position peaked at $513K in Q1 2022.
  • 1,553 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.

Based on GSB Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.