Washington Trust Advisors’s Elevance Health ELV Stock Holding History

Washington Trust Advisors’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	$7.74K	Sell	20 -200	-91%	-$74.2K	﹤0.01%	544
2026 Q1	$64.4K	Buy	220 +20	+10%	+$6.57K	0.01%	333
2025 Q4	$70.1K	Sell	200 -30	-13%	-$10.1K	0.01%	327
2025 Q3	$74.3K	Sell	230 -82	-26%	-$25.5K	0.01%	314
2025 Q2	$121K	Sell	312 -15	-5%	-$6.03K	0.01%	242
2025 Q1	$142K	Buy	327 +5	+2%	+$2.01K	0.01%	223
2024 Q4	$119K	Sell	322 -11	-3%	-$4.6K	0.01%	240
2024 Q3	$173K	Buy	333 +20	+6%	+$10.7K	0.01%	212
2024 Q2	$170K	Hold	313	–	–	0.02%	210
2024 Q1	$162K	Buy	313 +6	+2%	+$2.98K	0.01%	211
2023 Q4	$145K	Buy	307 +8	+3%	+$3.7K	0.01%	211
2023 Q3	$130K	Hold	299	–	–	0.01%	216
2023 Q2	$133K	Buy	299 +18	+6%	+$8.3K	0.01%	210
2023 Q1	$129K	Hold	281	–	–	0.01%	215
2022 Q4	$144K	Sell	281 -195	-41%	-$99K	0.02%	202
2022 Q3	$216K	Sell	476 -4	-0.8%	-$1.91K	0.02%	194
2022 Q2	$232K	Sell	480 -17	-3%	-$8.41K	0.02%	190
2022 Q1	$244K	Sell	497 -355	-42%	-$162K	0.02%	213
2021 Q4	$395K	Buy	+852	New	+$358K	0.03%	181

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Washington Trust Advisors's ELV Position: Q2 2026 in Review

Washington Trust Advisors reduced its Elevance Health (ELV) stake by 91% in Q2 2026, selling an estimated $74.2K and leaving 20 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Washington Trust Advisors first reported a position in ELV in Q4 2021 and has held it in 19 quarters since. The position peaked at $395K in Q4 2021. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Washington Trust Advisors held 20 shares of Elevance Health worth $7.74K as of Q2 2026.
Washington Trust Advisors sold 200 Elevance Health shares in Q2 2026, an estimated $74.2K.
Elevance Health made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #544 holding.
Washington Trust Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Elevance Health position peaked at $395K in Q4 2021.
1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.