Trust Company of Vermont’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $81K | Buy |
231
+59
| +34% | +$19.9K | ﹤0.01% | 485 |
|
|
2025
Q3 | $55.6K | Hold |
172
| – | – | ﹤0.01% | 539 |
|
|
2025
Q2 | $66.9K | Buy |
172
+9
| +6% | +$3.62K | ﹤0.01% | 503 |
|
|
2025
Q1 | $70.9K | Sell |
163
-29
| -15% | -$11.6K | ﹤0.01% | 470 |
|
|
2024
Q4 | $70.8K | Buy |
192
+15
| +8% | +$6.28K | ﹤0.01% | 476 |
|
|
2024
Q3 | $92K | Sell |
177
-122
| -41% | -$65.2K | ﹤0.01% | 423 |
|
|
2024
Q2 | $162K | Buy |
299
+232
| +346% | +$123K | 0.01% | 339 |
|
|
2024
Q1 | $34.7K | Sell |
67
-1
| -1% | -$497 | ﹤0.01% | 536 |
|
|
2023
Q4 | $32.1K | Buy |
68
+1
| +1% | +$462 | ﹤0.01% | 489 |
|
|
2023
Q3 | $29.2K | Hold |
67
| – | – | ﹤0.01% | 524 |
|
|
2023
Q2 | $29.8K | Hold |
67
| – | – | ﹤0.01% | 539 |
|
|
2023
Q1 | $30.8K | Hold |
67
| – | – | ﹤0.01% | 550 |
|
|
2022
Q4 | $34.4K | Sell |
67
-14
| -17% | -$7.11K | ﹤0.01% | 522 |
|
|
2022
Q3 | $37K | Buy |
81
+14
| +21% | +$6.7K | ﹤0.01% | 530 |
|
|
2022
Q2 | $32K | Buy |
+67
| New | +$33.1K | ﹤0.01% | 522 |
|
|
2022
Q1 | – | Sell |
-67
| Closed | -$31K | – | 430 |
|
|
2021
Q4 | $31K | Buy |
+67
| New | +$28.2K | ﹤0.01% | 537 |
|
|
2021
Q3 | – | Sell |
-67
| Closed | -$26K | – | 424 |
|
|
2021
Q2 | $26K | Hold |
67
| – | – | ﹤0.01% | 537 |
|
|
2021
Q1 | $24K | Hold |
67
| – | – | ﹤0.01% | 533 |
|
|
2020
Q4 | $22K | Hold |
67
| – | – | ﹤0.01% | 530 |
|
|
2020
Q3 | $18K | Hold |
67
| – | – | ﹤0.01% | 535 |
|
|
2020
Q2 | $18K | Hold |
67
| – | – | ﹤0.01% | 545 |
|
|
2020
Q1 | $15K | Hold |
67
| – | – | ﹤0.01% | 601 |
|
|
2019
Q4 | $20K | Sell |
67
-16
| -19% | -$4.4K | ﹤0.01% | 605 |
|
|
2019
Q3 | $20K | Hold |
83
| – | – | ﹤0.01% | 619 |
|
|
2019
Q2 | $23K | Sell |
83
-37
| -31% | -$10.1K | ﹤0.01% | 605 |
|
|
2019
Q1 | $34K | Sell |
120
-51
| -30% | -$14.8K | ﹤0.01% | 527 |
|
|
2018
Q4 | $45K | Sell |
171
-54
| -24% | -$14.8K | ﹤0.01% | 478 |
|
|
2018
Q3 | $62K | Hold |
225
| – | – | 0.01% | 478 |
|
|
2018
Q2 | $54K | Buy |
225
+165
| +275% | +$38.2K | ﹤0.01% | 512 |
|
|
2018
Q1 | $13K | Buy |
+60
| New | +$14.1K | ﹤0.01% | 713 |
|
|
2017
Q1 | – | Sell |
-12
| Closed | -$2K | – | 878 |
|
|
2016
Q4 | $2K | Buy |
+12
| New | +$1.61K | ﹤0.01% | 832 |
|
Other funds holding ELV
Trust Company of Vermont's ELV Position: Q4 2025 in Review
Trust Company of Vermont increased its Elevance Health (ELV) stake by 34% in Q4 2025, buying an estimated $19.9K and bringing the position to 231 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #485.
Trust Company of Vermont first reported a position in ELV in Q4 2016 and has held it in 31 quarters since. The position peaked at $162K in Q2 2024. 1,554 funds tracked by Wall St. Rank hold ELV as of Q4 2025.
- Trust Company of Vermont held 231 shares of Elevance Health worth $81K as of Q4 2025.
- Trust Company of Vermont bought 59 Elevance Health shares in Q4 2025, an estimated $19.9K.
- Elevance Health made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #485 holding.
- Trust Company of Vermont first reported a position in Elevance Health in Q4 2016 and has held it in 31 quarters since.
- Trust Company of Vermont's Elevance Health position peaked at $162K in Q2 2024.
- 1,554 funds tracked by Wall St. Rank held Elevance Health as of Q4 2025.
Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.