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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

FSB Premier Wealth Management's ELV Position: Q1 2026 in Review

FSB Premier Wealth Management increased its Elevance Health (ELV) stake by 3.3% in Q1 2026, buying an estimated $47.7K and bringing the position to 4,605 shares worth $1.35M. The position accounts for 0.42% of the portfolio, ranked #62.

FSB Premier Wealth Management first reported a position in ELV in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.79M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

FSB Premier Wealth Management held 4,605 shares of Elevance Health worth $1.35M as of Q1 2026.
FSB Premier Wealth Management bought 145 Elevance Health shares in Q1 2026, an estimated $47.7K.
Elevance Health made up 0.42% of FSB Premier Wealth Management's portfolio in Q1 2026, its #62 holding.
FSB Premier Wealth Management first reported a position in Elevance Health in Q4 2021 and has held it in 12 quarters since.
FSB Premier Wealth Management's Elevance Health position peaked at $1.79M in Q3 2025.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.