WTB
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Washington Trust Bank’s Elevance Health ELV Stock Holding History

Washington Trust 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
Q1 		$761K Sell
2,599
-32,191
-93% -$10.6M 0.06% 117
2025
Q4 		$12.2M Sell
34,790
-1,031
-3% -$348K 0.85% 34
2025
Q3 		$11.6M Buy
35,821
+3,314
+10% +$1.03M 0.85% 35
2025
Q2 		$12.6M Buy
32,507
+1,569
+5% +$631K 1.06% 31
2025
Q1 		$13.5M Buy
30,938
+1,466
+5% +$589K 1.35% 28
2024
Q4 		$10.9M Buy
29,472
+125
+0.4% +$52.3K 1.04% 33
2024
Q3 		$15.3M Sell
29,347
-806
-3% -$431K 1.46% 23
2024
Q2 		$16.3M Sell
30,153
-396
-1% -$209K 1.62% 20
2024
Q1 		$15.8M Sell
30,549
-900
-3% -$448K 1.51% 21
2023
Q4 		$14.8M Buy
31,449
+199
+0.6% +$92K 1.31% 24
2023
Q3 		$13.6M Sell
31,250
-281
-0.9% -$127K 1.42% 23
2023
Q2 		$14M Buy
31,531
+91
+0.3% +$42K 1.43% 25
2023
Q1 		$14.5M Buy
31,440
+3,861
+14% +$1.84M 1.55% 17
2022
Q4 		$14.1M Sell
27,579
-943
-3% -$479K 1.6% 11
2022
Q3 		$13M Sell
28,522
-1,063
-4% -$509K 1.65% 16
2022
Q2 		$14.3M Sell
29,585
-1,875
-6% -$928K 1.83% 14
2022
Q1 		$15.5M Sell
31,460
-1,630
-5% -$745K 1.79% 14
2021
Q4 		$15.3M Sell
33,090
-58
-0.2% -$24.4K 1.48% 19
2021
Q3 		$12.4M Buy
33,148
+1,057
+3% +$402K 1.44% 21
2021
Q2 		$12.3M Sell
32,091
-612
-2% -$234K 1.45% 21
2021
Q1 		$11.7M Buy
32,703
+1,356
+4% +$436K 1.45% 19
2020
Q4 		$10.1M Sell
31,347
-130
-0.4% -$39.9K 1.31% 22
2020
Q3 		$8.46M Buy
31,477
+172
+0.5% +$46.3K 1.25% 26
2020
Q2 		$8.23M Buy
31,305
+939
+3% +$251K 1.31% 22
2020
Q1 		$6.89M Buy
30,366
+780
+3% +$213K 1.32% 23
2019
Q4 		$8.94M Sell
29,586
-459
-2% -$126K 1.27% 22
2019
Q3 		$7.21M Sell
30,045
-369
-1% -$101K 1.18% 26
2019
Q2 		$8.58M Sell
30,414
-802
-3% -$219K 1.4% 18
2019
Q1 		$8.96M Sell
31,216
-682
-2% -$197K 1.43% 15
2018
Q4 		$8.38M Sell
31,898
-52
-0.2% -$14.3K 1.1% 23
2018
Q3 		$8.76M Sell
31,950
-2,187
-6% -$568K 1.3% 18
2018
Q2 		$8.13M Buy
34,137
+708
+2% +$164K 1.13% 19
2018
Q1 		$7.34M Buy
33,429
+217
+0.7% +$51K 1.05% 25
2017
Q4 		$7.47M Buy
33,212
+1,749
+6% +$373K 1.09% 23
2017
Q3 		$5.97M Buy
31,463
+29,124
+1,245% +$5.54M 0.95% 34
2017
Q2 		$440K Hold
2,339
– – 0.09% 117
2017
Q1 		$387K Sell
2,339
-21
-0.9% -$3.34K 0.08% 137
2016
Q4 		$339K Buy
2,360
+548
+30% +$73.4K 0.08% 146
2016
Q3 		$227K Buy
1,812
+63
+4% +$8.13K 0.05% 170
2016
Q2 		$230K Hold
1,749
– – 0.06% 163
2016
Q1 		$243K Sell
1,749
-269
-13% -$35.9K 0.06% 158
2015
Q4 		$281K Hold
2,018
– – 0.06% 162
2015
Q3 		$283K Buy
2,018
+269
+15% +$40.4K 0.08% 150
2015
Q2 		$287K Hold
1,749
– – 0.07% 151
2015
Q1 		$270K Buy
+1,749
New +$249K 0.07% 160
2014
Q3 		– Sell
-1,749
Closed -$188K – 821
2014
Q2 		$188K Hold
1,749
– – 0.04% 243
2014
Q1 		$174K Buy
+1,749
New +$158K 0.04% 252

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 Bank's ELV Position: Q1 2026 in Review

Washington Trust Bank reduced its Elevance Health (ELV) stake by 93% in Q1 2026, selling an estimated $10.6M and leaving 2,599 shares worth $761K. The position accounts for 0.06% of the portfolio, ranked #117.

Washington Trust Bank first reported a position in ELV in Q1 2014 and has held it in 47 quarters since. The position peaked at $16.3M in Q2 2024. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Washington Trust Bank held 2,599 shares of Elevance Health worth $761K as of Q1 2026.
  • Washington Trust Bank sold 32,191 Elevance Health shares in Q1 2026, an estimated $10.6M.
  • Elevance Health made up 0.06% of Washington Trust Bank's portfolio in Q1 2026, its #117 holding.
  • Washington Trust Bank first reported a position in Elevance Health in Q1 2014 and has held it in 47 quarters since.
  • Washington Trust Bank's Elevance Health position peaked at $16.3M in Q2 2024.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Washington Trust Bank's 13F filing for Q1 2026, filed 7 May 2026.