Focus Partners Wealth
ELV icon

Focus Partners Wealth’s Elevance Health ELV Stock Holding History

Focus Partners Wealth’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 		$20.3M Sell
52,563
-19,489
-27% -$7.23M 0.02% 510
2026
Q1 		$21.8M Buy
72,052
+17,111
+31% +$5.62M 0.02% 479
2025
Q4 		$19.3M Buy
54,941
+18,223
+50% +$6.16M 0.02% 499
2025
Q3 		$7.54M Buy
36,718
+14,279
+64% +$4.44M 0.01% 639
2025
Q2 		$8.73M Sell
22,439
-7
-0% -$2.82K 0.02% 528
2025
Q1 		$9.76M Buy
22,446
+976
+5% +$392K 0.02% 480
2024
Q4 		$7.92M Sell
21,470
-955
-4% -$400K 0.02% 513
2024
Q3 		$11.7M Buy
22,425
+2,356
+12% +$1.26M 0.04% 376
2024
Q2 		$10.9M Buy
20,069
+1,243
+7% +$657K 0.04% 370
2024
Q1 		$9.76M Buy
18,826
+1,737
+10% +$864K 0.08% 218
2023
Q4 		$8.06M Buy
+17,089
New +$7.9M 0.11% 175

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

Focus Partners Wealth's ELV Position: Q2 2026 in Review

Focus Partners Wealth reduced its Elevance Health (ELV) stake by 27% in Q2 2026, selling an estimated $7.23M and leaving 52,563 shares worth $20.3M. The position accounts for 0.02% of the portfolio, ranked #510.

Focus Partners Wealth first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.8M in Q1 2026. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Focus Partners Wealth held 52,563 shares of Elevance Health worth $20.3M as of Q2 2026.
  • Focus Partners Wealth sold 19,489 Elevance Health shares in Q2 2026, an estimated $7.23M.
  • Elevance Health made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #510 holding.
  • Focus Partners Wealth first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Elevance Health position peaked at $21.8M in Q1 2026.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.