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Grove Bank & Trust’s Elevance Health ELV Stock Holding History

Grove 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
Q3 		$1.27M Buy
3,275
+207
+7% +$82.6K 0.13% 103
2026
Q2 		$1.19M Sell
3,068
-526
-15% -$195K 0.12% 106
2026
Q1 		$1.05M Buy
3,594
+771
+27% +$253K 0.12% 107
2025
Q4 		$990K Sell
2,823
-403
-12% -$136K 0.11% 118
2025
Q3 		$1.04M Buy
3,226
+63
+2% +$19.6K 0.12% 110
2025
Q2 		$1.23M Buy
3,163
+551
+21% +$222K 0.15% 97
2025
Q1 		$1.14M Buy
2,612
+37
+1% +$14.9K 0.15% 99
2024
Q4 		$950K Buy
2,575
+2,008
+354% +$840K 0.13% 103
2024
Q3 		$295K Sell
567
-104
-15% -$55.6K 0.04% 184
2024
Q2 		$364K Sell
671
-16
-2% -$8.46K 0.06% 162
2024
Q1 		$356K Hold
687
– – 0.06% 166
2023
Q4 		$324K Buy
687
+24
+4% +$11.1K 0.06% 173
2023
Q3 		$289K Buy
663
+146
+28% +$66.2K 0.06% 179
2023
Q2 		$230K Buy
517
+14
+3% +$6.46K 0.05% 197
2023
Q1 		$231K Buy
503
+52
+12% +$24.7K 0.05% 197
2022
Q4 		$231K Hold
451
– – 0.05% 201
2022
Q3 		$205K Buy
451
+8
+2% +$3.83K 0.05% 201
2022
Q2 		$214K Hold
443
– – 0.05% 201
2022
Q1 		$218K Buy
+443
New +$202K 0.04% 216
2018
Q1 		– Sell
-298
Closed -$67K – 254
2017
Q4 		$67K Sell
298
-90
-23% -$19.2K 0.03% 265
2017
Q3 		$74K Buy
388
+242
+166% +$46.1K 0.04% 253
2017
Q2 		$27K Buy
146
+90
+161% +$16.2K 0.02% 341
2017
Q1 		$9K Sell
56
-300
-84% -$47.7K 0.01% 350
2016
Q4 		$51K Buy
356
+56
+19% +$7.5K 0.04% 213
2016
Q3 		$38K Hold
300
– – 0.03% 165
2016
Q2 		$39K Hold
300
– – 0.03% 163
2016
Q1 		$42K Hold
300
– – 0.04% 170
2015
Q4 		$42K Buy
+300
New +$41.3K 0.04% 188

Other funds holding ELV

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Grove Bank & Trust's ELV Position: Q3 2026 in Review

Grove Bank & Trust increased its Elevance Health (ELV) stake by 6.7% in Q3 2026, buying an estimated $82.6K and bringing the position to 3,275 shares worth $1.27M. The position accounts for 0.13% of the portfolio, ranked #103.

Grove Bank & Trust first reported a position in ELV in Q4 2015 and has held it in 28 quarters since. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Grove Bank & Trust held 3,275 shares of Elevance Health worth $1.27M as of Q3 2026.
  • Grove Bank & Trust bought 207 Elevance Health shares in Q3 2026, an estimated $82.6K.
  • Elevance Health made up 0.13% of Grove Bank & Trust's portfolio in Q3 2026, its #103 holding.
  • Grove Bank & Trust first reported a position in Elevance Health in Q4 2015 and has held it in 28 quarters since.
  • 64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.