FPWM
ELV icon

FSB Premier Wealth Management’s Elevance Health ELV Stock Holding History

FSB Premier Wealth Management’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 		$1.78M Sell
4,601
-4
-0.1% -$1.48K 0.5% 58
2026
Q1 		$1.35M Buy
4,605
+145
+3% +$47.7K 0.42% 62
2025
Q4 		$1.56M Sell
4,460
-1,088
-20% -$368K 0.5% 56
2025
Q3 		$1.79M Buy
5,548
+1,615
+41% +$502K 0.59% 51
2025
Q2 		$1.53M Buy
3,933
+531
+16% +$214K 0.55% 48
2025
Q1 		$1.48M Buy
3,402
+558
+20% +$224K 0.58% 47
2024
Q4 		$1.05M Buy
2,844
+329
+13% +$138K 0.42% 62
2024
Q3 		$1.31M Buy
2,515
+601
+31% +$321K 0.54% 46
2024
Q2 		$1.04M Buy
1,914
+826
+76% +$437K 0.47% 50
2024
Q1 		$564K Buy
1,088
+451
+71% +$224K 0.26% 85
2023
Q4 		$300K Buy
+637
New +$295K 0.15% 128
2023
Q1 		– Sell
-491
Closed -$252K – 150
2022
Q4 		$252K Buy
+491
New +$249K 0.14% 127
2022
Q1 		– Sell
-629
Closed -$291K – 256
2021
Q4 		$291K Buy
+629
New +$265K 0.12% 110

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

FSB Premier Wealth Management's ELV Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its Elevance Health (ELV) stake by 0.09% in Q2 2026, selling an estimated $1.48K and leaving 4,601 shares worth $1.78M. The position accounts for 0.5% of the portfolio, ranked #58.

FSB Premier Wealth Management first reported a position in ELV in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.79M in Q3 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • FSB Premier Wealth Management held 4,601 shares of Elevance Health worth $1.78M as of Q2 2026.
  • FSB Premier Wealth Management sold 4 Elevance Health shares in Q2 2026, an estimated $1.48K.
  • Elevance Health made up 0.5% of FSB Premier Wealth Management's portfolio in Q2 2026, its #58 holding.
  • FSB Premier Wealth Management first reported a position in Elevance Health in Q4 2021 and has held it in 13 quarters since.
  • FSB Premier Wealth Management's Elevance Health position peaked at $1.79M in Q3 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.