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 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 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

Premier Path Wealth Partners's ELV Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Elevance Health (ELV) stake by 17% in Q1 2026, buying an estimated $47.3K and bringing the position to 993 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #351.

Premier Path Wealth Partners first reported a position in ELV in Q4 2023 and has held it in 10 quarters since. The position peaked at $764K in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Premier Path Wealth Partners held 993 shares of Elevance Health worth $291K as of Q1 2026.
Premier Path Wealth Partners bought 144 Elevance Health shares in Q1 2026, an estimated $47.3K.
Elevance Health made up 0.04% of Premier Path Wealth Partners's portfolio in Q1 2026, its #351 holding.
Premier Path Wealth Partners first reported a position in Elevance Health in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Elevance Health position peaked at $764K in Q2 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.