Old Point Trust & Financial Services N A’s Elevance Health ELV Stock Holding History

Old Point Trust & Financial Services N A’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	–	Sell	-3,002	Closed	-$1.05M	–	322
2025 Q4	$1.05M	Buy	3,002 +115	+4%	+$38.9K	0.33%	66
2025 Q3	$933K	Buy	2,887 +1,180	+69%	+$367K	0.3%	70
2025 Q2	$664K	Buy	1,707 +140	+9%	+$56.3K	0.23%	78
2025 Q1	$682K	Sell	1,567 -340	-18%	-$136K	0.24%	79
2024 Q4	$703K	Sell	1,907 -40	-2%	-$16.7K	0.25%	75
2024 Q3	$1.01M	Buy	1,947 +265	+16%	+$142K	0.36%	58
2024 Q2	$911K	Buy	1,682 +225	+15%	+$119K	0.35%	58
2024 Q1	$756K	Buy	1,457 +535	+58%	+$266K	0.27%	62
2023 Q4	$435K	Buy	+922	New	+$426K	0.18%	73
2023 Q3	–	Sell	-218	Closed	-$96.9K	–	143
2023 Q2	$96.9K	Buy	+218	New	+$101K	0.04%	106

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

Old Point Trust & Financial Services N A's ELV Position: Q1 2026 in Review

Old Point Trust & Financial Services N A sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 3,002 shares — an estimated $1.05M sold.

Old Point Trust & Financial Services N A first reported a position in ELV in Q2 2023 and held it in 10 quarters. The position peaked at $1.05M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Old Point Trust & Financial Services N A reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
Old Point Trust & Financial Services N A sold 3,002 Elevance Health shares in Q1 2026, an estimated $1.05M.
Old Point Trust & Financial Services N A first reported a position in Elevance Health in Q2 2023 and held it in 10 quarters.
Old Point Trust & Financial Services N A's Elevance Health position peaked at $1.05M in Q4 2025.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.