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

Indiana 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	$239K	Hold	619	–	–	0.07%	170
2026 Q1	$181K	Hold	619	–	–	0.06%	183
2025 Q4	$217K	Hold	619	–	–	0.06%	167
2025 Q3	$200K	Hold	619	–	–	0.06%	171
2025 Q2	$241K	Hold	619	–	–	0.08%	157
2025 Q1	$269K	Hold	619	–	–	0.1%	142
2024 Q4	$228K	Sell	619 -34	-5%	-$14.2K	0.08%	160
2024 Q3	$340K	Hold	653	–	–	0.12%	129
2024 Q2	$354K	Buy	653 +1	+0.2%	+$529	0.13%	114
2024 Q1	$338K	Buy	652 +33	+5%	+$16.4K	0.14%	119
2023 Q4	$292K	Hold	619	–	–	0.13%	124
2023 Q3	$270K	Sell	619 -26	-4%	-$11.8K	0.14%	122
2023 Q2	$287K	Sell	645 -382	-37%	-$176K	0.15%	93
2023 Q1	$472K	Sell	1,027 -1,096	-52%	-$522K	0.26%	69
2022 Q4	$1.09K	Buy	2,123 +334	+19%	+$170K	0.61%	40
2022 Q3	$813K	Hold	1,789	–	–	0.49%	42
2022 Q2	$863K	Sell	1,789 -26	-1%	-$12.9K	0.48%	44
2022 Q1	$892K	Buy	1,815 +52	+3%	+$23.8K	0.43%	48
2021 Q4	$817K	Hold	1,763	–	–	0.38%	50
2021 Q3	$657K	Buy	1,763 +600	+52%	+$228K	0.33%	55
2021 Q2	$373K	Hold	1,163	–	–	0.2%	78
2021 Q1	$417K	Hold	1,163	–	–	0.22%	78
2020 Q4	$373K	Hold	1,163	–	–	0.2%	78
2020 Q3	$312K	Hold	1,163	–	–	0.19%	84
2020 Q2	$306K	Hold	1,163	–	–	0.19%	84
2020 Q1	$264K	Sell	1,163 -17	-1%	-$4.63K	0.19%	91
2019 Q4	$356K	Hold	1,180	–	–	0.2%	84
2019 Q3	$283K	Hold	1,180	–	–	0.16%	98
2019 Q2	$333K	Hold	1,180	–	–	0.18%	88
2019 Q1	$339K	Hold	1,180	–	–	0.18%	89
2018 Q4	$310K	Sell	1,180 -1	-0.1%	-$275	0.17%	87
2018 Q3	$324K	Hold	1,181	–	–	0.15%	92
2018 Q2	$281K	Hold	1,181	–	–	0.13%	99
2018 Q1	$259K	Buy	1,181 +20	+2%	+$4.7K	0.12%	103
2017 Q4	$261K	Sell	1,161 -255	-18%	-$54.3K	0.12%	104
2017 Q3	$269K	Hold	1,416	–	–	0.13%	103
2017 Q2	$266K	Hold	1,416	–	–	0.13%	102
2017 Q1	$234K	Buy	+1,416	New	+$225K	0.12%	106
2015 Q3	–	Sell	-1,349	Closed	-$221K	–	124
2015 Q2	$221K	Sell	1,349 -45	-3%	-$7.19K	0.11%	113
2015 Q1	$215K	Buy	+1,394	New	+$198K	0.11%	108
2014 Q4	–	Sell	-1,794	Closed	-$215K	–	119
2014 Q3	$215K	Buy	+1,794	New	+$206K	0.11%	110
2014 Q1	–	Sell	-1,794	Closed	-$166K	–	155
2013 Q4	$166K	Hold	1,794	–	–	0.09%	112
2013 Q3	$150K	Buy	+1,794	New	+$154K	0.09%	112

Other funds holding ELV

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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

Indiana Trust & Investment Management held its Elevance Health (ELV) position steady in Q2 2026 at 619 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #170.

Indiana Trust & Investment Management first reported a position in ELV in Q3 2013 and has held it in 43 quarters since. The position peaked at $892K in Q1 2022. 685 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Indiana Trust & Investment Management held 619 shares of Elevance Health worth $239K as of Q2 2026.
Indiana Trust & Investment Management left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up 0.07% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #170 holding.
Indiana Trust & Investment Management first reported a position in Elevance Health in Q3 2013 and has held it in 43 quarters since.
Indiana Trust & Investment Management's Elevance Health position peaked at $892K in Q1 2022.
685 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.