FGP
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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
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 $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

Freestone Grove Partners's ELV Position: Q1 2026 in Review

Freestone Grove Partners reduced its Elevance Health (ELV) stake by 27% in Q1 2026, selling an estimated $24.9M and leaving 207,223 shares worth $60.7M. The position accounts for 0.43% of the portfolio, ranked #61.

Freestone Grove Partners first reported a position in ELV in Q1 2025 and has held it in 3 quarters since. The position peaked at $99.2M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Freestone Grove Partners held 207,223 shares of Elevance Health worth $60.7M as of Q1 2026.
  • Freestone Grove Partners sold 75,884 Elevance Health shares in Q1 2026, an estimated $24.9M.
  • Elevance Health made up 0.43% of Freestone Grove Partners's portfolio in Q1 2026, its #61 holding.
  • Freestone Grove Partners first reported a position in Elevance Health in Q1 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's Elevance Health position peaked at $99.2M in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.