Independence Bank of Kentucky’s Elevance Health ELV Stock Holding History

Independence Bank of Kentucky’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	$371K	Sell	959 -79	-8%	-$29.3K	0.04%	238
2026 Q1	$304K	Sell	1,038 -8	-0.8%	-$2.63K	0.04%	241
2025 Q4	$367K	Sell	1,046 -53	-5%	-$17.9K	0.05%	233
2025 Q3	$355K	Buy	1,099 +128	+13%	+$39.8K	0.05%	237
2025 Q2	$378K	Buy	971 +25	+3%	+$10.1K	0.05%	225
2025 Q1	$411K	Sell	946 -413	-30%	-$166K	0.06%	212
2024 Q4	$501K	Buy	1,359 +56	+4%	+$23.4K	0.08%	190
2024 Q3	$678K	Buy	1,303 +400	+44%	+$214K	0.15%	143
2024 Q2	$489K	Sell	903 -20	-2%	-$10.6K	0.13%	160
2024 Q1	$479K	Buy	923 +297	+47%	+$148K	0.14%	154
2023 Q4	$295K	Buy	626 +275	+78%	+$127K	0.1%	171
2023 Q3	$153K	Buy	351 +80	+30%	+$36.3K	0.06%	191
2023 Q2	$120K	Buy	271 +73	+37%	+$33.7K	0.05%	214
2023 Q1	$91K	Hold	198	–	–	0.04%	231
2022 Q4	$102K	Hold	198	–	–	0.05%	215
2022 Q3	$90K	Hold	198	–	–	0.04%	204
2022 Q2	$96K	Hold	198	–	–	0.04%	205
2022 Q1	$97K	Hold	198	–	–	0.04%	214
2021 Q4	$92K	Hold	198	–	–	0.04%	207
2021 Q3	$74K	Sell	198 -9	-4%	-$3.42K	0.03%	214
2021 Q2	$79K	Buy	207 +21	+11%	+$8.03K	0.04%	208
2021 Q1	$67K	Hold	186	–	–	0.03%	210
2020 Q4	$60K	Hold	186	–	–	0.03%	214
2020 Q3	$50K	Sell	186 -17	-8%	-$4.57K	0.03%	214
2020 Q2	$53K	Sell	203 -15	-7%	-$4K	0.03%	194
2020 Q1	$49K	Hold	218	–	–	0.04%	189
2019 Q4	$66K	Hold	218	–	–	0.04%	189
2019 Q3	$52K	Hold	218	–	–	0.04%	197
2019 Q2	$62K	Hold	218	–	–	0.05%	166
2019 Q1	$63K	Hold	218	–	–	0.05%	157
2018 Q4	$57K	Hold	218	–	–	0.05%	158
2018 Q3	$60K	Hold	218	–	–	0.05%	166
2018 Q2	$52K	Hold	218	–	–	0.04%	161
2018 Q1	$48K	Hold	218	–	–	0.04%	167
2017 Q4	$49K	Buy	+218	New	+$46.4K	0.04%	168

Other funds holding ELV

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Independence Bank of Kentucky's ELV Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Elevance Health (ELV) stake by 7.6% in Q2 2026, selling an estimated $29.3K and leaving 959 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #238.

Independence Bank of Kentucky first reported a position in ELV in Q4 2017 and has held it in 35 quarters since. The position peaked at $678K in Q3 2024. 860 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Independence Bank of Kentucky held 959 shares of Elevance Health worth $371K as of Q2 2026.
Independence Bank of Kentucky sold 79 Elevance Health shares in Q2 2026, an estimated $29.3K.
Elevance Health made up 0.04% of Independence Bank of Kentucky's portfolio in Q2 2026, its #238 holding.
Independence Bank of Kentucky first reported a position in Elevance Health in Q4 2017 and has held it in 35 quarters since.
Independence Bank of Kentucky's Elevance Health position peaked at $678K in Q3 2024.
860 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.