UB
ELV icon

UMB Bank’s Elevance Health ELV Stock Holding History

UMB Bank’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 		$593K Sell
1,534
-401
-21% -$149K 0.01% 455
2026
Q1 		$566K Sell
1,935
-178
-8% -$58.5K 0.01% 452
2025
Q4 		$741K Buy
2,113
+53
+3% +$17.9K 0.01% 410
2025
Q3 		$666K Sell
2,060
-171
-8% -$53.2K 0.01% 387
2025
Q2 		$868K Sell
2,231
-662
-23% -$266K 0.01% 344
2025
Q1 		$1.26M Buy
2,893
+141
+5% +$56.6K 0.02% 292
2024
Q4 		$1.02M Buy
2,752
+273
+11% +$114K 0.02% 321
2024
Q3 		$1.29M Sell
2,479
-167
-6% -$89.2K 0.02% 296
2024
Q2 		$1.43M Sell
2,646
-134
-5% -$70.8K 0.02% 274
2024
Q1 		$1.44M Sell
2,780
-656
-19% -$326K 0.02% 282
2023
Q4 		$1.62M Sell
3,436
-621
-15% -$287K 0.02% 276
2023
Q3 		$1.77M Sell
4,057
-3,874
-49% -$1.76M 0.03% 257
2023
Q2 		$3.52M Sell
7,931
-19,442
-71% -$8.97M 0.05% 194
2023
Q1 		$12.6M Sell
27,373
-12,801
-32% -$6.09M 0.2% 111
2022
Q4 		$20.6M Sell
40,174
-264
-0.7% -$134K 0.33% 78
2022
Q3 		$18.4M Buy
40,438
+1,144
+3% +$547K 0.31% 79
2022
Q2 		$19M Buy
39,294
+12,198
+45% +$6.03M 0.3% 80
2022
Q1 		$13.3M Buy
27,096
+21,423
+378% +$9.79M 0.18% 122
2021
Q4 		$2.63M Buy
+5,673
New +$2.39M 0.03% 264

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

UMB Bank's ELV Position: Q2 2026 in Review

UMB Bank reduced its Elevance Health (ELV) stake by 21% in Q2 2026, selling an estimated $149K and leaving 1,534 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #455.

UMB Bank first reported a position in ELV in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.6M in Q4 2022. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • UMB Bank held 1,534 shares of Elevance Health worth $593K as of Q2 2026.
  • UMB Bank sold 401 Elevance Health shares in Q2 2026, an estimated $149K.
  • Elevance Health made up 0.01% of UMB Bank's portfolio in Q2 2026, its #455 holding.
  • UMB Bank first reported a position in Elevance Health in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Elevance Health position peaked at $20.6M in Q4 2022.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.