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Midwest Trust’s Elevance Health ELV Stock Holding History

Midwest 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 		– Sell
-1,007
Closed -$295K – 613
2026
Q1 		$295K Buy
1,007
+109
+12% +$35.8K ﹤0.01% 512
2025
Q4 		$315K Buy
898
+40
+5% +$13.5K ﹤0.01% 501
2025
Q3 		$277K Sell
858
-753
-47% -$234K ﹤0.01% 525
2025
Q2 		$627K Buy
+1,611
New +$648K 0.01% 394

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 $3.38T AUM 44.17% 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

Midwest Trust's ELV Position: Q2 2026 in Review

Midwest Trust sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 1,007 shares — an estimated $295K sold.

Midwest Trust first reported a position in ELV in Q2 2025 and held it in 4 quarters. The position peaked at $627K in Q2 2025. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Midwest Trust reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Midwest Trust sold 1,007 Elevance Health shares in Q2 2026, an estimated $295K.
  • Midwest Trust first reported a position in Elevance Health in Q2 2025 and held it in 4 quarters.
  • Midwest Trust's Elevance Health position peaked at $627K in Q2 2025.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.