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Finward Bancorp’s Elevance Health ELV Stock Holding History

Finward Bancorp’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 		$414K Sell
1,071
-232
-18% -$86K 0.31% 70
2026
Q1 		$381K Hold
1,303
– – 0.3% 70
2025
Q4 		$457K Hold
1,303
– – 0.35% 66
2025
Q3 		$421K Hold
1,303
– – 0.32% 68
2025
Q2 		$507K Hold
1,303
– – 0.4% 61
2025
Q1 		$567K Hold
1,303
– – 0.49% 59
2024
Q4 		$481K Buy
+1,303
New +$545K 0.42% 61

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

Finward Bancorp's ELV Position: Q2 2026 in Review

Finward Bancorp reduced its Elevance Health (ELV) stake by 18% in Q2 2026, selling an estimated $86K and leaving 1,071 shares worth $414K. The position accounts for 0.31% of the portfolio, ranked #70.

Finward Bancorp first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $567K in Q1 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Finward Bancorp held 1,071 shares of Elevance Health worth $414K as of Q2 2026.
  • Finward Bancorp sold 232 Elevance Health shares in Q2 2026, an estimated $86K.
  • Elevance Health made up 0.31% of Finward Bancorp's portfolio in Q2 2026, its #70 holding.
  • Finward Bancorp first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • Finward Bancorp's Elevance Health position peaked at $567K in Q1 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Finward Bancorp's 13F filing for Q2 2026, filed 16 Jul 2026.