WTA
ELV icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Washington Trust Advisors's ELV Position: Q1 2026 in Review

Washington Trust Advisors increased its Elevance Health (ELV) stake by 10% in Q1 2026, buying an estimated $6.57K and bringing the position to 220 shares worth $64.4K. The position accounts for 0.01% of the portfolio, ranked #333.

Washington Trust Advisors first reported a position in ELV in Q4 2021 and has held it in 18 quarters since. The position peaked at $395K in Q4 2021. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Washington Trust Advisors held 220 shares of Elevance Health worth $64.4K as of Q1 2026.
  • Washington Trust Advisors bought 20 Elevance Health shares in Q1 2026, an estimated $6.57K.
  • Elevance Health made up 0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #333 holding.
  • Washington Trust Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 18 quarters since.
  • Washington Trust Advisors's Elevance Health position peaked at $395K in Q4 2021.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.