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Arlington Trust’s Elevance Health ELV Stock Holding History

Arlington Trust’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 		$12.8K Buy
33
+27
+450% +$10K ﹤0.01% 435
2026
Q1 		$1.76K Buy
+6
New +$1.97K ﹤0.01% 657
2025
Q4 		– Sell
-390
Closed -$126K – 498
2025
Q3 		$126K Hold
390
– – 0.02% 241
2025
Q2 		$152K Sell
390
-182
-32% -$73.2K 0.03% 203
2025
Q1 		$249K Sell
572
-316
-36% -$127K 0.05% 151
2024
Q4 		$328K Buy
888
+146
+20% +$61.1K 0.07% 125
2024
Q3 		$386K Hold
742
– – 0.08% 109
2024
Q2 		$402K Sell
742
-32
-4% -$16.9K 0.09% 98
2024
Q1 		$401K Sell
774
-5
-0.6% -$2.49K 0.1% 97
2023
Q4 		$367K Buy
+779
New +$360K 0.1% 96

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Arlington Trust's ELV Position: Q2 2026 in Review

Arlington Trust increased its Elevance Health (ELV) stake by 450% in Q2 2026, buying an estimated $10K and bringing the position to 33 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Arlington Trust first reported a position in ELV in Q4 2023 and has held it in 10 quarters since. The position peaked at $402K in Q2 2024. 258 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Arlington Trust held 33 shares of Elevance Health worth $12.8K as of Q2 2026.
  • Arlington Trust bought 27 Elevance Health shares in Q2 2026, an estimated $10K.
  • Elevance Health made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #435 holding.
  • Arlington Trust first reported a position in Elevance Health in Q4 2023 and has held it in 10 quarters since.
  • Arlington Trust's Elevance Health position peaked at $402K in Q2 2024.
  • 258 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.