First Western Trust Bank’s Elevance Health ELV Stock Holding History

First Western Trust Bank’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	$311K	Sell	805 -224	-22%	-$83.1K	0.02%	177
2026 Q1	$301K	Buy	1,029 +100	+11%	+$32.9K	0.02%	172
2025 Q4	$326K	Buy	929 +2	+0.2%	+$676	0.02%	159
2025 Q3	$300K	Sell	927 -61	-6%	-$19K	0.01%	157
2025 Q2	$384K	Sell	988 -33	-3%	-$13.3K	0.02%	137
2025 Q1	$444K	Sell	1,021 -54	-5%	-$21.7K	0.02%	124
2024 Q4	$397K	Buy	1,075 +2	+0.2%	+$837	0.02%	134
2024 Q3	$558K	Hold	1,073	–	–	0.03%	116
2024 Q2	$581K	Buy	1,073 +6	+0.6%	+$3.17K	0.03%	110
2024 Q1	$553K	Sell	1,067 -56	-5%	-$27.9K	0.03%	119
2023 Q4	$530K	Sell	1,123 -42	-4%	-$19.4K	0.03%	122
2023 Q3	$507K	Sell	1,165 -31	-3%	-$14.1K	0.03%	116
2023 Q2	$531K	Sell	1,196 -4	-0.3%	-$1.84K	0.03%	119
2023 Q1	$552K	Hold	1,200	–	–	0.03%	119
2022 Q4	$616K	Buy	1,200 +61	+5%	+$31K	0.04%	111
2022 Q3	$517K	Sell	1,139 -24	-2%	-$11.5K	0.03%	107
2022 Q2	$565K	Sell	1,163 -28	-2%	-$13.9K	0.04%	108
2022 Q1	$599K	Buy	+1,191	New	+$544K	0.03%	112

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

First Western Trust Bank reduced its Elevance Health (ELV) stake by 22% in Q2 2026, selling an estimated $83.1K and leaving 805 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #177.

First Western Trust Bank first reported a position in ELV in Q1 2022 and has held it in 18 quarters since. The position peaked at $616K in Q4 2022. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

First Western Trust Bank held 805 shares of Elevance Health worth $311K as of Q2 2026.
First Western Trust Bank sold 224 Elevance Health shares in Q2 2026, an estimated $83.1K.
Elevance Health made up 0.02% of First Western Trust Bank's portfolio in Q2 2026, its #177 holding.
First Western Trust Bank first reported a position in Elevance Health in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Elevance Health position peaked at $616K in Q4 2022.
1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.