GHA
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GW Henssler & Associates’s Elevance Health ELV Stock Holding History

GW Henssler & Associates’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
-620
Closed -$217K – 235
2025
Q4 		$217K Buy
+620
New +$210K 0.01% 209

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

GW Henssler & Associates's ELV Position: Q1 2026 in Review

GW Henssler & Associates sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 620 shares — an estimated $217K sold.

GW Henssler & Associates first reported a position in ELV in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • GW Henssler & Associates reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • GW Henssler & Associates sold 620 Elevance Health shares in Q1 2026, an estimated $217K.
  • GW Henssler & Associates first reported a position in Elevance Health in Q4 2025 and held it in 1 quarter.
  • GW Henssler & Associates's Elevance Health position peaked at $217K in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.