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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
Q2 		$261K Sell
676
-19
-3% -$7.05K 0.08% 157
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 $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

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

Forefront Wealth Partners reduced its Elevance Health (ELV) stake by 2.7% in Q2 2026, selling an estimated $7.05K and leaving 676 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #157.

Forefront Wealth Partners first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $343K in Q2 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Forefront Wealth Partners held 676 shares of Elevance Health worth $261K as of Q2 2026.
  • Forefront Wealth Partners sold 19 Elevance Health shares in Q2 2026, an estimated $7.05K.
  • Elevance Health made up 0.08% of Forefront Wealth Partners's portfolio in Q2 2026, its #157 holding.
  • Forefront Wealth Partners first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • Forefront Wealth Partners's Elevance Health position peaked at $343K in Q2 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.