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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
Q2 		$240K Buy
+621
New +$230K 0.01% 213
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 $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

GW Henssler & Associates's ELV Position: Q2 2026 in Review

GW Henssler & Associates opened a new position in Elevance Health (ELV) in Q2 2026: 621 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #213 among its holdings. This is a return to the name: GW Henssler & Associates previously reported a position in ELV as recently as Q4 2025.

GW Henssler & Associates first reported a position in ELV in Q4 2025 and has held it in 2 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • GW Henssler & Associates held 621 shares of Elevance Health worth $240K as of Q2 2026.
  • Elevance Health was a new GW Henssler & Associates position in Q2 2026.
  • Elevance Health made up 0.01% of GW Henssler & Associates's portfolio in Q2 2026, its #213 holding.
  • GW Henssler & Associates first reported a position in Elevance Health in Q4 2025 and has held it in 2 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.