Mechanics Financial Corp’s Elevance Health ELV Stock Holding History

Mechanics Financial Corp’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	$87.8K	Hold	300	–	–	0.04%	151
2025 Q4	$105K	Hold	300	–	–	0.04%	139
2025 Q3	$96.9K	Hold	300	–	–	0.04%	145
2025 Q2	$117K	Hold	300	–	–	0.05%	134
2025 Q1	$130K	Hold	300	–	–	0.06%	131
2024 Q4	$111K	Hold	300	–	–	0.05%	131
2024 Q3	$156K	Hold	300	–	–	0.07%	123
2024 Q2	$163K	Hold	300	–	–	0.08%	123
2024 Q1	$156K	Sell	300 -6	-2%	-$2.98K	0.08%	120
2023 Q4	$144K	Hold	306	–	–	0.08%	117
2023 Q3	$133K	Hold	306	–	–	0.07%	119
2023 Q2	$136K	Hold	306	–	–	0.07%	123
2023 Q1	$141K	Sell	306 -6	-2%	-$2.85K	0.08%	123
2022 Q4	$160K	Hold	312	–	–	0.1%	117
2022 Q3	$142K	Hold	312	–	–	0.09%	118
2022 Q2	$151K	Sell	312 -4	-1%	-$1.98K	0.09%	121
2022 Q1	$155K	Hold	316	–	–	0.08%	121
2021 Q4	$146K	Buy	+316	New	+$133K	0.07%	125

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

Mechanics Financial Corp's ELV Position: Q1 2026 in Review

Mechanics Financial Corp held its Elevance Health (ELV) position steady in Q1 2026 at 300 shares worth $87.8K. The position accounts for 0.04% of the portfolio, ranked #151.

Mechanics Financial Corp first reported a position in ELV in Q4 2021 and has held it in 18 quarters since. The position peaked at $163K in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Mechanics Financial Corp held 300 shares of Elevance Health worth $87.8K as of Q1 2026.
Mechanics Financial Corp left its Elevance Health share count unchanged in Q1 2026.
Elevance Health made up 0.04% of Mechanics Financial Corp's portfolio in Q1 2026, its #151 holding.
Mechanics Financial Corp first reported a position in Elevance Health in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's Elevance Health position peaked at $163K in Q2 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.