Missouri Trust & Investment Company’s Elevance Health ELV Stock Holding History

Missouri Trust & Investment Company’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
2025 Q2	–	Sell	-5	Closed	-$2.17K	–	431
2025 Q1	$2.17K	Sell	5 -125	-96%	-$50.2K	﹤0.01%	376
2024 Q4	$48K	Buy	130 +5	+4%	+$2.09K	0.02%	214
2024 Q3	$65K	Hold	125	–	–	0.02%	192
2024 Q2	$67.7K	Sell	125 -25	-17%	-$13.2K	0.03%	178
2024 Q1	$77.8K	Hold	150	–	–	0.03%	170
2023 Q4	$70.7K	Hold	150	–	–	0.03%	172
2023 Q3	$65.3K	Hold	150	–	–	0.03%	163
2023 Q2	$66.6K	Hold	150	–	–	0.04%	168
2023 Q1	$69K	Sell	150 -25	-14%	-$11.9K	0.04%	145
2022 Q4	$90K	Hold	175	–	–	0.05%	142
2022 Q3	$79K	Hold	175	–	–	0.05%	139
2022 Q2	$84K	Hold	175	–	–	0.05%	135
2022 Q1	$86K	Hold	175	–	–	0.05%	139
2021 Q4	$81K	Buy	+175	New	+$73.6K	0.05%	157

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Missouri Trust & Investment Company's ELV Position: Q2 2025 in Review

Missouri Trust & Investment Company sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 5 shares — an estimated $2.17K sold.

Missouri Trust & Investment Company first reported a position in ELV in Q4 2021 and held it in 14 quarters. The position peaked at $90K in Q4 2022. 1,590 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

Missouri Trust & Investment Company reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
Missouri Trust & Investment Company sold 5 Elevance Health shares in Q2 2025, an estimated $2.17K.
Missouri Trust & Investment Company first reported a position in Elevance Health in Q4 2021 and held it in 14 quarters.
Missouri Trust & Investment Company's Elevance Health position peaked at $90K in Q4 2022.
1,590 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2025, filed 15 Jul 2025.