Legacy Trust’s Elevance Health ELV Stock Holding History

Legacy 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 Q1	$1.51M	Sell	5,175 -8	-0.2%	-$2.63K	0.29%	72
2025 Q4	$1.82M	Hold	5,183	–	–	0.34%	58
2025 Q3	$1.67M	Sell	5,183 -24	-0.5%	-$7.46K	0.33%	61
2025 Q2	$2.03M	Buy	5,207 +10	+0.2%	+$4.02K	0.5%	50
2025 Q1	$2.26M	Buy	5,197 +15	+0.3%	+$6.02K	0.54%	52
2024 Q4	$1.91M	Sell	5,182 -49	-0.9%	-$20.5K	0.44%	59
2024 Q3	$2.72M	Buy	5,231 +17	+0.3%	+$9.08K	0.62%	53
2024 Q2	$2.83M	Hold	5,214	–	–	0.7%	48
2024 Q1	$2.7M	Buy	5,214 +25	+0.5%	+$12.4K	0.67%	49
2023 Q4	$2.45M	Hold	5,189	–	–	0.64%	51
2023 Q3	$2.26M	Buy	5,189 +6	+0.1%	+$2.72K	0.66%	53
2023 Q2	$2.3M	Buy	5,183 +7	+0.1%	+$3.23K	0.63%	53
2023 Q1	$2.38M	Hold	5,176	–	–	0.71%	49
2022 Q4	$2.66M	Buy	+5,176	New	+$2.63M	0.82%	41

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Legacy Trust's ELV Position: Q1 2026 in Review

Legacy Trust reduced its Elevance Health (ELV) stake by 0.15% in Q1 2026, selling an estimated $2.63K and leaving 5,175 shares worth $1.51M. The position accounts for 0.29% of the portfolio, ranked #72.

Legacy Trust first reported a position in ELV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.83M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Legacy Trust held 5,175 shares of Elevance Health worth $1.51M as of Q1 2026.
Legacy Trust sold 8 Elevance Health shares in Q1 2026, an estimated $2.63K.
Elevance Health made up 0.29% of Legacy Trust's portfolio in Q1 2026, its #72 holding.
Legacy Trust first reported a position in Elevance Health in Q4 2022 and has held it in 14 quarters since.
Legacy Trust's Elevance Health position peaked at $2.83M in Q2 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.