FGP
ELV icon

Freestone Grove Partners’s Elevance Health ELV Stock Holding History

Freestone Grove 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 		$72.1M Sell
186,427
-20,796
-10% -$7.71M 0.46% 49
2026
Q1 		$60.7M Sell
207,223
-75,884
-27% -$24.9M 0.43% 61
2025
Q4 		$99.2M Buy
+283,107
New +$95.7M 0.72% 9
2025
Q2 		– Sell
-167,256
Closed -$72.7M – 724
2025
Q1 		$72.7M Buy
+167,256
New +$67.1M 0.75% 27

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

Freestone Grove Partners's ELV Position: Q2 2026 in Review

Freestone Grove Partners reduced its Elevance Health (ELV) stake by 10% in Q2 2026, selling an estimated $7.71M and leaving 186,427 shares worth $72.1M. The position accounts for 0.46% of the portfolio, ranked #49.

Freestone Grove Partners first reported a position in ELV in Q1 2025 and has held it in 4 quarters since. The position peaked at $99.2M in Q4 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Freestone Grove Partners held 186,427 shares of Elevance Health worth $72.1M as of Q2 2026.
  • Freestone Grove Partners sold 20,796 Elevance Health shares in Q2 2026, an estimated $7.71M.
  • Elevance Health made up 0.46% of Freestone Grove Partners's portfolio in Q2 2026, its #49 holding.
  • Freestone Grove Partners first reported a position in Elevance Health in Q1 2025 and has held it in 4 quarters since.
  • Freestone Grove Partners's Elevance Health position peaked at $99.2M in Q4 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.