FT
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Fiduciary Trust’s Elevance Health ELV Stock Holding History

Fiduciary 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 		$828K Sell
2,140
-89
-4% -$33K 0.01% 460
2026
Q1 		$653K Sell
2,229
-66
-3% -$21.7K 0.01% 509
2025
Q4 		$804K Sell
2,295
-126
-5% -$42.6K 0.01% 462
2025
Q3 		$782K Buy
2,421
+63
+3% +$19.6K 0.01% 468
2025
Q2 		$917K Buy
2,358
+262
+13% +$105K 0.01% 416
2025
Q1 		$912K Sell
2,096
-25
-1% -$10K 0.01% 404
2024
Q4 		$782K Sell
2,121
-534
-20% -$223K 0.01% 404
2024
Q3 		$1.38M Buy
2,655
+586
+28% +$313K 0.02% 310
2024
Q2 		$1.12M Buy
2,069
+3
+0.1% +$1.59K 0.02% 323
2024
Q1 		$1.07M Buy
2,066
+7
+0.3% +$3.48K 0.02% 337
2023
Q4 		$971K Buy
2,059
+190
+10% +$87.9K 0.02% 342
2023
Q3 		$814K Sell
1,869
-164
-8% -$74.4K 0.01% 346
2023
Q2 		$903K Sell
2,033
-51
-2% -$23.5K 0.02% 347
2023
Q1 		$958K Buy
2,084
+84
+4% +$40K 0.02% 335
2022
Q4 		$1.03M Buy
2,000
+151
+8% +$76.7K 0.02% 334
2022
Q3 		$840K Buy
1,849
+17
+0.9% +$8.13K 0.02% 349
2022
Q2 		$885K Sell
1,832
-45
-2% -$22.3K 0.02% 346
2022
Q1 		$922K Buy
1,877
+488
+35% +$223K 0.02% 360
2021
Q4 		$644K Sell
1,389
-2
-0.1% -$841 0.01% 430
2021
Q3 		$519K Sell
1,391
-13
-0.9% -$4.94K 0.01% 471
2021
Q2 		$536K Buy
1,404
+35
+3% +$13.4K 0.01% 453
2021
Q1 		$492K Sell
1,369
-660
-33% -$212K 0.01% 454
2020
Q4 		$652K Sell
2,029
-255
-11% -$78.3K 0.01% 385
2020
Q3 		$613K Buy
2,284
+500
+28% +$135K 0.01% 365
2020
Q2 		$469K Sell
1,784
-4
-0.2% -$1.07K 0.01% 391
2020
Q1 		$406K Sell
1,788
-1,501
-46% -$409K 0.01% 374
2019
Q4 		$993K Buy
3,289
+1,289
+64% +$355K 0.02% 280
2019
Q3 		$480K Buy
2,000
+82
+4% +$22.5K 0.01% 379
2019
Q2 		$542K Buy
1,918
+225
+13% +$61.5K 0.01% 346
2019
Q1 		$486K Hold
1,693
– – 0.01% 353
2018
Q4 		$445K Hold
1,693
– – 0.01% 338
2018
Q3 		$464K Sell
1,693
-58
-3% -$15.1K 0.01% 345
2018
Q2 		$416K Sell
1,751
-162
-8% -$37.5K 0.01% 346
2018
Q1 		$420K Sell
1,913
-49
-2% -$11.5K 0.01% 343
2017
Q4 		$441K Sell
1,962
-100
-5% -$21.3K 0.01% 330
2017
Q3 		$391K Sell
2,062
-67
-3% -$12.8K 0.01% 342
2017
Q2 		$400K Sell
2,129
-1,596
-43% -$287K 0.01% 342
2017
Q1 		$616K Hold
3,725
– – 0.02% 307
2016
Q4 		$536K Sell
3,725
-377
-9% -$50.5K 0.02% 321
2016
Q3 		$514K Sell
4,102
-2,413
-37% -$312K 0.02% 327
2016
Q2 		$856K Sell
6,515
-94
-1% -$12.9K 0.03% 279
2016
Q1 		$919K Buy
6,609
+416
+7% +$55.6K 0.03% 268
2015
Q4 		$863K Buy
6,193
+2,919
+89% +$402K 0.04% 248
2015
Q3 		$458K Buy
3,274
+1,850
+130% +$278K 0.02% 287
2015
Q2 		$233K Hold
1,424
– – 0.01% 325
2015
Q1 		$220K Buy
+1,424
New +$203K 0.01% 327

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

Fiduciary Trust's ELV Position: Q2 2026 in Review

Fiduciary Trust reduced its Elevance Health (ELV) stake by 4% in Q2 2026, selling an estimated $33K and leaving 2,140 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #460.

Fiduciary Trust first reported a position in ELV in Q1 2015 and has held it in 46 quarters since. The position peaked at $1.38M in Q3 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Fiduciary Trust held 2,140 shares of Elevance Health worth $828K as of Q2 2026.
  • Fiduciary Trust sold 89 Elevance Health shares in Q2 2026, an estimated $33K.
  • Elevance Health made up 0.01% of Fiduciary Trust's portfolio in Q2 2026, its #460 holding.
  • Fiduciary Trust first reported a position in Elevance Health in Q1 2015 and has held it in 46 quarters since.
  • Fiduciary Trust's Elevance Health position peaked at $1.38M in Q3 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.