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Forefront Wealth Partners’s Elevance Health ELV Stock Holding History

Forefront Wealth Partners’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 		$203K Sell
695
-23
-3% -$7.56K 0.09% 159
2025
Q4 		$252K Sell
718
-45
-6% -$15.2K 0.12% 122
2025
Q3 		$247K Sell
763
-166
-18% -$51.6K 0.06% 171
2025
Q2 		$343K Buy
929
+184
+25% +$74K 0.24% 75
2025
Q1 		$324K Sell
745
-184
-20% -$73.9K 0.22% 88
2024
Q4 		$343K Buy
+929
New +$389K 0.26% 72

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

Forefront Wealth Partners's ELV Position: Q1 2026 in Review

Forefront Wealth Partners reduced its Elevance Health (ELV) stake by 3.2% in Q1 2026, selling an estimated $7.56K and leaving 695 shares worth $203K. The position accounts for 0.09% of the portfolio, ranked #159.

Forefront Wealth Partners first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $343K in Q2 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Forefront Wealth Partners held 695 shares of Elevance Health worth $203K as of Q1 2026.
  • Forefront Wealth Partners sold 23 Elevance Health shares in Q1 2026, an estimated $7.56K.
  • Elevance Health made up 0.09% of Forefront Wealth Partners's portfolio in Q1 2026, its #159 holding.
  • Forefront Wealth Partners first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
  • Forefront Wealth Partners's Elevance Health position peaked at $343K in Q2 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.