JTWM
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Jackson Thornton Wealth Management’s Elevance Health ELV Stock Holding History

Jackson Thornton 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
Q1 		– Sell
-740
Closed -$275K – 301
2025
Q4 		$275K Sell
740
-52
-7% -$17.6K 0.03% 217
2025
Q3 		$287K Buy
+792
New +$246K 0.03% 194

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

Jackson Thornton Wealth Management's ELV Position: Q1 2026 in Review

Jackson Thornton Wealth Management sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 740 shares — an estimated $275K sold.

Jackson Thornton Wealth Management first reported a position in ELV in Q3 2025 and held it in 2 quarters. The position peaked at $287K in Q3 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Jackson Thornton Wealth Management reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 740 Elevance Health shares in Q1 2026, an estimated $275K.
  • Jackson Thornton Wealth Management first reported a position in Elevance Health in Q3 2025 and held it in 2 quarters.
  • Jackson Thornton Wealth Management's Elevance Health position peaked at $287K in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.