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Sanibel Captiva Trust Company’s Elevance Health ELV Stock Holding History

Sanibel Captiva Trust 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
2026
Q2 		$1.07M Buy
2,754
+24
+0.9% +$8.9K 0.03% 248
2026
Q1 		$799K Buy
2,730
+420
+18% +$138K 0.02% 259
2025
Q4 		$810K Buy
2,310
+1,126
+95% +$381K 0.02% 247
2025
Q3 		$383K Sell
1,184
-5
-0.4% -$1.55K 0.01% 327
2025
Q2 		$462K Sell
1,189
-67
-5% -$26.9K 0.01% 292
2025
Q1 		$546K Sell
1,256
-10
-0.8% -$4.01K 0.02% 262
2024
Q4 		$467K Sell
1,266
-416
-25% -$174K 0.01% 283
2024
Q3 		$875K Buy
1,682
+191
+13% +$102K 0.03% 231
2024
Q2 		$808K Buy
1,491
+230
+18% +$122K 0.03% 223
2024
Q1 		$654K Buy
1,261
+8
+0.6% +$3.98K 0.02% 235
2023
Q4 		$591K Buy
+1,253
New +$579K 0.02% 228

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 $3.37T AUM 44.26% 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

Sanibel Captiva Trust Company's ELV Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Elevance Health (ELV) stake by 0.88% in Q2 2026, buying an estimated $8.9K and bringing the position to 2,754 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #248.

Sanibel Captiva Trust Company first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Sanibel Captiva Trust Company held 2,754 shares of Elevance Health worth $1.07M as of Q2 2026.
  • Sanibel Captiva Trust Company bought 24 Elevance Health shares in Q2 2026, an estimated $8.9K.
  • Elevance Health made up 0.03% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #248 holding.
  • Sanibel Captiva Trust Company first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.