LT
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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
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

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

Legacy Trust's ELV Position: Q2 2026 in Review

Legacy Trust increased its Elevance Health (ELV) stake by 0.64% in Q2 2026, buying an estimated $12.2K and bringing the position to 5,208 shares worth $2.01M. The position accounts for 0.36% of the portfolio, ranked #61.

Legacy Trust first reported a position in ELV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.83M in Q2 2024. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Legacy Trust held 5,208 shares of Elevance Health worth $2.01M as of Q2 2026.
  • Legacy Trust bought 33 Elevance Health shares in Q2 2026, an estimated $12.2K.
  • Elevance Health made up 0.36% of Legacy Trust's portfolio in Q2 2026, its #61 holding.
  • Legacy Trust first reported a position in Elevance Health in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's Elevance Health position peaked at $2.83M in Q2 2024.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.