Premier Path Wealth Partners
ELV icon

Premier Path Wealth Partners’s Elevance Health ELV Stock Holding History

Premier Path 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
Q3 		$490K Buy
1,260
+129
+11% +$51.5K 0.06% 264
2026
Q2 		$438K Buy
1,131
+138
+14% +$51.2K 0.05% 293
2026
Q1 		$291K Buy
993
+144
+17% +$47.3K 0.04% 351
2025
Q4 		$298K Buy
849
+189
+29% +$63.9K 0.04% 325
2025
Q3 		$213K Sell
660
-88
-12% -$27.4K 0.03% 381
2025
Q2 		$291K Sell
748
-128
-15% -$51.5K 0.04% 330
2025
Q1 		$381K Buy
876
+146
+20% +$58.6K 0.06% 269
2024
Q4 		$269K Sell
730
-662
-48% -$277K 0.04% 320
2024
Q3 		$724K Sell
1,392
-18
-1% -$9.6K 0.11% 187
2024
Q2 		$764K Sell
1,410
-1
-0.1% -$529 0.13% 172
2024
Q1 		$732K Sell
1,411
-25
-2% -$12.4K 0.14% 160
2023
Q4 		$677K Buy
+1,436
New +$664K 0.15% 156

Other funds holding ELV

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Premier Path Wealth Partners's ELV Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Elevance Health (ELV) stake by 11% in Q3 2026, buying an estimated $51.5K and bringing the position to 1,260 shares worth $490K. The position accounts for 0.06% of the portfolio, ranked #264.

Premier Path Wealth Partners first reported a position in ELV in Q4 2023 and has held it in 12 quarters since. The position peaked at $764K in Q2 2024. 481 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Premier Path Wealth Partners held 1,260 shares of Elevance Health worth $490K as of Q3 2026.
  • Premier Path Wealth Partners bought 129 Elevance Health shares in Q3 2026, an estimated $51.5K.
  • Elevance Health made up 0.06% of Premier Path Wealth Partners's portfolio in Q3 2026, its #264 holding.
  • Premier Path Wealth Partners first reported a position in Elevance Health in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Elevance Health position peaked at $764K in Q2 2024.
  • 481 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.