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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
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% -$9.62K 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

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

Premier Path Wealth Partners's ELV Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Elevance Health (ELV) stake by 14% in Q2 2026, buying an estimated $51.2K and bringing the position to 1,131 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #293.

Premier Path Wealth Partners first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $764K in Q2 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Premier Path Wealth Partners held 1,131 shares of Elevance Health worth $438K as of Q2 2026.
  • Premier Path Wealth Partners bought 138 Elevance Health shares in Q2 2026, an estimated $51.2K.
  • Elevance Health made up 0.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #293 holding.
  • Premier Path Wealth Partners first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Elevance Health position peaked at $764K in Q2 2024.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.