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Moody National Bank Trust Division’s Elevance Health ELV Stock Holding History

Moody National Bank Trust Division’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 		$1.25M Buy
3,241
+16
+0.5% +$5.93K 0.1% 194
2026
Q1 		$944K Buy
3,225
+290
+10% +$95.3K 0.09% 221
2025
Q4 		$1.03M Sell
2,935
-1,542
-34% -$521K 0.1% 213
2025
Q3 		$1.45M Buy
4,477
+306
+7% +$95.2K 0.12% 175
2025
Q2 		$1.62M Sell
4,171
-382
-8% -$154K 0.15% 146
2025
Q1 		$1.98M Sell
4,553
-141
-3% -$56.6K 0.21% 107
2024
Q4 		$1.73M Sell
4,694
-101
-2% -$42.3K 0.18% 125
2024
Q3 		$2.49M Buy
4,795
+631
+15% +$337K 0.27% 80
2024
Q2 		$2.26M Buy
4,164
+121
+3% +$64K 0.18% 70
2024
Q1 		$2.1M Buy
4,043
+56
+1% +$27.9K 0.17% 86
2023
Q4 		$1.88M Sell
3,987
-3,057
-43% -$1.41M 0.15% 103
2023
Q3 		$3.07M Buy
7,044
+990
+16% +$449K 0.2% 71
2023
Q2 		$2.69M Buy
6,054
+115
+2% +$53.1K 0.18% 82
2023
Q1 		$2.73M Sell
5,939
-9
-0.2% -$4.28K 0.23% 73
2022
Q4 		$3.05M Sell
5,948
-11
-0.2% -$5.58K 0.27% 59
2022
Q3 		$2.71M Hold
5,959
– – 0.28% 62
2022
Q2 		$2.88M Sell
5,959
-2,277
-28% -$1.13M 0.3% 56
2022
Q1 		$4.05M Sell
8,236
-1,154
-12% -$527K 0.13% 51
2021
Q4 		$4.35M Sell
9,390
-30,350
-76% -$12.8M 0.13% 59
2021
Q3 		$14.8M Sell
39,740
-49
-0.1% -$18.6K 0.22% 53
2021
Q2 		$15.2M Sell
39,789
-349
-0.9% -$133K 0.31% 50
2021
Q1 		$14.4M Sell
40,138
-15
-0% -$4.82K 0.34% 54
2020
Q4 		$12.9M Sell
40,153
-8
-0% -$2.46K 0.33% 58
2020
Q3 		$10.8M Buy
40,161
+29
+0.1% +$7.8K 0.33% 64
2020
Q2 		$10.6M Sell
40,132
-97
-0.2% -$25.9K 0.33% 62
2020
Q1 		$9.13M Buy
40,229
+179
+0.4% +$48.8K 0.32% 58
2019
Q4 		$12.1M Buy
40,050
+285
+0.7% +$78.4K 0.32% 52
2019
Q3 		$9.55M Sell
39,765
-140
-0.4% -$38.4K 0.27% 62
2019
Q2 		$11.3M Sell
39,905
-18,086
-31% -$4.94M 0.32% 52
2019
Q1 		$16.6M Buy
57,991
+43
+0.1% +$12.4K 0.46% 29
2018
Q4 		$15.2M Buy
57,948
+174
+0.3% +$47.8K 0.43% 29
2018
Q3 		$15.8M Buy
57,774
+53,265
+1,181% +$13.8M 0.4% 31
2018
Q2 		$1.07M Sell
4,509
-50
-1% -$11.6K 0.05% 64
2018
Q1 		$1M Sell
4,559
-100
-2% -$23.5K 0.05% 70
2017
Q4 		$1.05M Hold
4,659
– – 0.05% 69
2017
Q3 		$884K Sell
4,659
-1,300
-22% -$247K 0.04% 75
2017
Q2 		$1.12M Hold
5,959
– – 0.06% 72
2017
Q1 		$986K Hold
5,959
– – 0.05% 79
2016
Q4 		$857K Hold
5,959
– – 0.04% 94
2016
Q3 		$747K Hold
5,959
– – 0.04% 99
2016
Q2 		$782K Hold
5,959
– – 0.04% 98
2016
Q1 		$828K Hold
5,959
– – 0.05% 84
2015
Q4 		$831K Hold
5,959
– – 0.06% 76
2015
Q3 		$835K Hold
5,959
– – 0.06% 74
2015
Q2 		$978K Hold
5,959
– – 0.07% 68
2015
Q1 		$920K Buy
5,959
+102
+2% +$14.5K 0.07% 71
2014
Q4 		$736K Sell
5,857
-50
-0.8% -$6.18K 0.05% 112
2014
Q3 		$706K Sell
5,907
-48
-0.8% -$5.51K 0.05% 101
2014
Q2 		$641K Hold
5,955
– – 0.04% 127
2014
Q1 		$593K Hold
5,955
– – 0.04% 127
2013
Q4 		$550K Sell
5,955
-35
-0.6% -$3.11K 0.04% 137
2013
Q3 		$501K Sell
5,990
-440
-7% -$37.7K 0.04% 140
2013
Q2 		$526K Buy
+6,430
New +$481K 0.04% 126

Other funds holding ELV

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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Moody National Bank Trust Division's ELV Position: Q2 2026 in Review

Moody National Bank Trust Division increased its Elevance Health (ELV) stake by 0.5% in Q2 2026, buying an estimated $5.93K and bringing the position to 3,241 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #194.

Moody National Bank Trust Division first reported a position in ELV in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.6M in Q1 2019. 660 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Moody National Bank Trust Division held 3,241 shares of Elevance Health worth $1.25M as of Q2 2026.
  • Moody National Bank Trust Division bought 16 Elevance Health shares in Q2 2026, an estimated $5.93K.
  • Elevance Health made up 0.1% of Moody National Bank Trust Division's portfolio in Q2 2026, its #194 holding.
  • Moody National Bank Trust Division first reported a position in Elevance Health in Q2 2013 and has held it in 53 quarters since.
  • Moody National Bank Trust Division's Elevance Health position peaked at $16.6M in Q1 2019.
  • 660 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.