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Founders Grove Wealth Partners’s Elevance Health ELV Stock Holding History

Founders Grove 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 		$666K Buy
1,722
+91
+6% +$33.7K 0.13% 100
2026
Q1 		$477K Sell
1,631
-87
-5% -$28.6K 0.11% 104
2025
Q4 		$602K Buy
1,718
+46
+3% +$15.5K 0.14% 93
2025
Q3 		$540K Sell
1,672
-40
-2% -$12.4K 0.13% 96
2025
Q2 		$666K Hold
1,712
– – 0.17% 85
2025
Q1 		$745K Hold
1,712
– – 0.21% 81
2024
Q4 		$632K Buy
+1,712
New +$716K 0.18% 82

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 $3.38T AUM 44.17% 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

Founders Grove Wealth Partners's ELV Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Elevance Health (ELV) stake by 5.6% in Q2 2026, buying an estimated $33.7K and bringing the position to 1,722 shares worth $666K. The position accounts for 0.13% of the portfolio, ranked #100.

Founders Grove Wealth Partners first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $745K in Q1 2025. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Founders Grove Wealth Partners held 1,722 shares of Elevance Health worth $666K as of Q2 2026.
  • Founders Grove Wealth Partners bought 91 Elevance Health shares in Q2 2026, an estimated $33.7K.
  • Elevance Health made up 0.13% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #100 holding.
  • Founders Grove Wealth Partners first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • Founders Grove Wealth Partners's Elevance Health position peaked at $745K in Q1 2025.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.