FPCP
ELV icon

Fort Point Capital Partners’s Elevance Health ELV Stock Holding History

Fort Point Capital 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 		$277K Sell
717
-35
-5% -$13K 0.02% 218
2026
Q1 		$220K Buy
752
+84
+13% +$27.6K 0.03% 218
2025
Q4 		$255K Hold
668
– – 0.03% 209
2025
Q3 		$216K Buy
668
+44
+7% +$13.7K 0.03% 205
2025
Q2 		$243K Sell
624
-116
-16% -$46.7K 0.02% 298
2025
Q1 		$322K Buy
740
+31
+4% +$12.4K 0.04% 261
2024
Q4 		$262K Sell
709
-50
-7% -$20.9K 0.03% 274
2024
Q3 		$395K Sell
759
-13
-2% -$6.95K 0.05% 204
2024
Q2 		$418K Sell
772
-11
-1% -$5.81K 0.05% 214
2024
Q1 		$406K Hold
783
– – 0.05% 215
2023
Q4 		$369K Sell
783
-1
-0.1% -$462 0.05% 212
2023
Q3 		$341K Buy
784
+27
+4% +$12.2K 0.05% 189
2023
Q2 		$336K Buy
757
+18
+2% +$8.3K 0.05% 205
2023
Q1 		$340K Buy
739
+43
+6% +$20.5K 0.05% 203
2022
Q4 		$357K Buy
696
+5
+0.7% +$2.54K 0.06% 186
2022
Q3 		$314K Hold
691
– – 0.05% 197
2022
Q2 		$333K Hold
691
– – 0.05% 207
2022
Q1 		$339K Sell
691
-5
-0.7% -$2.29K 0.05% 218
2021
Q4 		$323K Sell
696
-42
-6% -$17.7K 0.04% 219
2021
Q3 		$275K Buy
738
+30
+4% +$11.4K 0.04% 205
2021
Q2 		$270K Hold
708
– – 0.05% 142
2021
Q1 		$254K Hold
708
– – 0.05% 135
2020
Q4 		$227K Buy
+708
New +$217K 0.05% 134
2020
Q1 		– Sell
-728
Closed -$220K – 117
2019
Q4 		$220K Buy
+728
New +$200K 0.08% 118
2019
Q3 		– Sell
-728
Closed -$205K – 123
2019
Q2 		$205K Hold
728
– – 0.08% 97
2019
Q1 		$209K Buy
+728
New +$211K 0.09% 102
2018
Q4 		– Sell
-732
Closed -$201K – 156
2018
Q3 		$201K Buy
+732
New +$190K 0.06% 149

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

Fort Point Capital Partners's ELV Position: Q2 2026 in Review

Fort Point Capital Partners reduced its Elevance Health (ELV) stake by 4.7% in Q2 2026, selling an estimated $13K and leaving 717 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #218.

Fort Point Capital Partners first reported a position in ELV in Q3 2018 and has held it in 27 quarters since. The position peaked at $418K in Q2 2024. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Fort Point Capital Partners held 717 shares of Elevance Health worth $277K as of Q2 2026.
  • Fort Point Capital Partners sold 35 Elevance Health shares in Q2 2026, an estimated $13K.
  • Elevance Health made up 0.02% of Fort Point Capital Partners's portfolio in Q2 2026, its #218 holding.
  • Fort Point Capital Partners first reported a position in Elevance Health in Q3 2018 and has held it in 27 quarters since.
  • Fort Point Capital Partners's Elevance Health position peaked at $418K in Q2 2024.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.