FUBT
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First United Bank & Trust’s Elevance Health ELV Stock Holding History

First United Bank & 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 		$8.51K Hold
22
– – ﹤0.01% 346
2026
Q1 		$6.44K Hold
22
– – ﹤0.01% 339
2025
Q4 		$7.71K Hold
22
– – ﹤0.01% 332
2025
Q3 		$7.11K Hold
22
– – ﹤0.01% 353
2025
Q2 		$8.56K Hold
22
– – ﹤0.01% 314
2025
Q1 		$9.57K Hold
22
– – ﹤0.01% 315
2024
Q4 		$8.12K Hold
22
– – ﹤0.01% 319
2024
Q3 		$11.4K Sell
22
-103
-82% -$55K ﹤0.01% 305
2024
Q2 		$67.7K Hold
125
– – 0.03% 207
2024
Q1 		$64.8K Hold
125
– – 0.02% 215
2023
Q4 		$58.9K Buy
+125
New +$57.8K 0.02% 224

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

First United Bank & Trust's ELV Position: Q2 2026 in Review

First United Bank & Trust held its Elevance Health (ELV) position steady in Q2 2026 at 22 shares worth $8.51K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

First United Bank & Trust first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $67.7K in Q2 2024. 417 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • First United Bank & Trust held 22 shares of Elevance Health worth $8.51K as of Q2 2026.
  • First United Bank & Trust left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of First United Bank & Trust's portfolio in Q2 2026, its #346 holding.
  • First United Bank & Trust first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • First United Bank & Trust's Elevance Health position peaked at $67.7K in Q2 2024.
  • 417 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.