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 Q3	$2.19M	Buy	5,221 +13	+0.2%	+$5.19K	0.37%	64
2026 Q2	$2.01M	Buy	5,208 +33	+0.6%	+$12.2K	0.36%	61
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

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Legacy Trust's ELV Position: Q3 2026 in Review

Legacy Trust increased its Elevance Health (ELV) stake by 0.25% in Q3 2026, buying an estimated $5.19K and bringing the position to 5,221 shares worth $2.19M. The position accounts for 0.37% of the portfolio, ranked #64.

Legacy Trust first reported a position in ELV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.83M in Q2 2024. 936 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Legacy Trust held 5,221 shares of Elevance Health worth $2.19M as of Q3 2026.
Legacy Trust bought 13 Elevance Health shares in Q3 2026, an estimated $5.19K.
Elevance Health made up 0.37% of Legacy Trust's portfolio in Q3 2026, its #64 holding.
Legacy Trust first reported a position in Elevance Health in Q4 2022 and has held it in 16 quarters since.
Legacy Trust's Elevance Health position peaked at $2.83M in Q2 2024.
936 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.