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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Midwest Trust's ELV Position: Q1 2026 in Review

Midwest Trust increased its Elevance Health (ELV) stake by 12% in Q1 2026, buying an estimated $35.8K and bringing the position to 1,007 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Midwest Trust first reported a position in ELV in Q2 2025 and has held it in 4 quarters since. The position peaked at $627K in Q2 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Midwest Trust held 1,007 shares of Elevance Health worth $295K as of Q1 2026.
  • Midwest Trust bought 109 Elevance Health shares in Q1 2026, an estimated $35.8K.
  • Elevance Health made up ﹤0.01% of Midwest Trust's portfolio in Q1 2026, its #512 holding.
  • Midwest Trust first reported a position in Elevance Health in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Elevance Health position peaked at $627K in Q2 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.