LWCFA
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Loring Wolcott & Coolidge Fiduciary Advisors’s Elevance Health ELV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$45.2K Hold
117
– – ﹤0.01% 444
2026
Q1 		$36.4K Hold
117
– – ﹤0.01% 444
2025
Q4 		$37.8K Buy
+117
New +$39.5K ﹤0.01% 438
2025
Q3 		– Sell
-522
Closed -$203K – 538
2025
Q2 		$203K Sell
522
-44
-8% -$17.7K ﹤0.01% 276
2025
Q1 		$242K Hold
566
– – ﹤0.01% 252
2024
Q4 		$233K Hold
566
– – ﹤0.01% 268
2024
Q3 		$237K Buy
566
+1
+0.2% +$534 ﹤0.01% 267
2024
Q2 		$313K Buy
565
+29
+5% +$15.3K ﹤0.01% 232
2024
Q1 		$285K Buy
536
+14
+3% +$6.96K ﹤0.01% 242
2023
Q4 		$258K Sell
522
-43
-8% -$19.9K ﹤0.01% 255
2023
Q3 		$255K Buy
565
+222
+65% +$101K ﹤0.01% 258
2023
Q2 		$152K Buy
343
+100
+41% +$46.1K ﹤0.01% 320
2023
Q1 		$112K Buy
243
+200
+465% +$95.2K ﹤0.01% 332
2022
Q4 		$22.1K Sell
43
-3
-7% -$1.52K ﹤0.01% 460
2022
Q3 		$21K Hold
46
– – ﹤0.01% 483
2022
Q2 		$22K Buy
+46
New +$22.8K ﹤0.01% 495
2021
Q3 		– Sell
-282
Closed -$108K – 806
2021
Q2 		$108K Buy
+282
New +$108K ﹤0.01% 391
2021
Q1 		– Sell
-182
Closed -$58K – 429
2020
Q4 		$58K Buy
+182
New +$55.9K ﹤0.01% 410
2019
Q4 		– Sell
-19
Closed -$5K – 678
2019
Q3 		$5K Hold
19
– – ﹤0.01% 608
2019
Q2 		$5K Hold
19
– – ﹤0.01% 609
2019
Q1 		$5K Buy
+19
New +$5.5K ﹤0.01% 592
2018
Q1 		– Sell
-106
Closed -$24K – 746
2017
Q4 		$24K Hold
106
– – ﹤0.01% 495
2017
Q3 		$20K Buy
106
+6
+6% +$1.14K ﹤0.01% 507
2017
Q2 		$19K Hold
100
– – ﹤0.01% 494
2017
Q1 		$17K Hold
100
– – ﹤0.01% 506
2016
Q4 		$14K Hold
100
– – ﹤0.01% 499
2016
Q3 		$13K Hold
100
– – ﹤0.01% 519
2016
Q2 		$13K Buy
+100
New +$13.7K ﹤0.01% 521

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ELV Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Elevance Health (ELV) position steady in Q2 2026 at 117 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ELV in Q2 2016 and has held it in 28 quarters since. The position peaked at $313K in Q2 2024. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 117 shares of Elevance Health worth $45.2K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #444 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Elevance Health in Q2 2016 and has held it in 28 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Elevance Health position peaked at $313K in Q2 2024.
  • 917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.