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Harbour Trust & Investment Management’s Elevance Health ELV Stock Holding History

Harbour Trust & Investment Management’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 		$268K Buy
+692
New +$257K 0.03% 137
2025
Q1 		– Sell
-1,044
Closed -$385K – 156
2024
Q4 		$385K Buy
1,044
+315
+43% +$132K 0.04% 122
2024
Q3 		$379K Hold
729
– – 0.04% 123
2024
Q2 		$395K Sell
729
-40
-5% -$21.1K 0.05% 122
2024
Q1 		$399K Hold
769
– – 0.05% 129
2023
Q4 		$363K Buy
+769
New +$356K 0.05% 133

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

Harbour Trust & Investment Management's ELV Position: Q2 2026 in Review

Harbour Trust & Investment Management opened a new position in Elevance Health (ELV) in Q2 2026: 692 shares worth $268K. The stake represents 0.03% of the portfolio and ranks #137 among its holdings. This is a return to the name: Harbour Trust & Investment Management previously reported a position in ELV as recently as Q4 2024.

Harbour Trust & Investment Management first reported a position in ELV in Q4 2023 and has held it in 6 quarters since. The position peaked at $399K in Q1 2024. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Harbour Trust & Investment Management held 692 shares of Elevance Health worth $268K as of Q2 2026.
  • Elevance Health was a new Harbour Trust & Investment Management position in Q2 2026.
  • Elevance Health made up 0.03% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #137 holding.
  • Harbour Trust & Investment Management first reported a position in Elevance Health in Q4 2023 and has held it in 6 quarters since.
  • Harbour Trust & Investment Management's Elevance Health position peaked at $399K in Q1 2024.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.