GW&K Investment Management’s Elevance Health ELV Stock Holding History

GW&K Investment 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 Q1	$48K	Sell	165 -27	-14%	-$8.87K	﹤0.01%	567
2025 Q4	$67K	Buy	192 +7	+4%	+$2.37K	﹤0.01%	508
2025 Q3	$60K	Sell	185 -32	-15%	-$9.95K	﹤0.01%	505
2025 Q2	$84K	Buy	217 +30	+16%	+$12.1K	﹤0.01%	441
2025 Q1	$81K	Buy	187 +20	+12%	+$8.03K	﹤0.01%	426
2024 Q4	$62K	Buy	167 +3	+2%	+$1.25K	﹤0.01%	444
2024 Q3	$85K	Buy	164 +7	+4%	+$3.74K	﹤0.01%	407
2024 Q2	$85K	Buy	157 +27	+21%	+$14.3K	﹤0.01%	397
2024 Q1	$67K	Buy	130 +60	+86%	+$29.8K	﹤0.01%	402
2023 Q4	$33K	Buy	70 +4	+6%	+$1.85K	﹤0.01%	447
2023 Q3	$29K	Sell	66 -4	-6%	-$1.81K	﹤0.01%	445
2023 Q2	$31K	Buy	+70	New	+$32.3K	﹤0.01%	421
2022 Q3	–	Sell	-24	Closed	-$12K	–	533
2022 Q2	$12K	Buy	24 +8	+50%	+$3.96K	﹤0.01%	457
2022 Q1	$8K	Buy	+16	New	+$7.31K	﹤0.01%	450

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

GW&K Investment Management's ELV Position: Q1 2026 in Review

GW&K Investment Management reduced its Elevance Health (ELV) stake by 14% in Q1 2026, selling an estimated $8.87K and leaving 165 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

GW&K Investment Management first reported a position in ELV in Q1 2022 and has held it in 14 quarters since. The position peaked at $85K in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

GW&K Investment Management held 165 shares of Elevance Health worth $48K as of Q1 2026.
GW&K Investment Management sold 27 Elevance Health shares in Q1 2026, an estimated $8.87K.
Elevance Health made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #567 holding.
GW&K Investment Management first reported a position in Elevance Health in Q1 2022 and has held it in 14 quarters since.
GW&K Investment Management's Elevance Health position peaked at $85K in Q3 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.