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Washington Trust’s Elevance Health ELV Stock Holding History

Washington Trust’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
2025
Q2 		– Sell
-483
Closed -$210K – 388
2025
Q1 		$210K Sell
483
-8
-2% -$3.21K 0.01% 248
2024
Q4 		$181K Sell
491
-5
-1% -$2.09K 0.01% 277
2024
Q3 		$258K Sell
496
-1
-0.2% -$534 0.01% 262
2024
Q2 		$269K Buy
497
+4
+0.8% +$2.11K 0.01% 258
2024
Q1 		$256K Buy
493
+2
+0.4% +$995 0.01% 256
2023
Q4 		$232K Buy
491
+2
+0.4% +$925 0.01% 255
2023
Q3 		$213K Buy
489
+72
+17% +$32.7K 0.01% 239
2023
Q2 		$185K Buy
417
+3
+0.7% +$1.38K 0.01% 259
2023
Q1 		$190K Hold
414
– – 0.01% 258
2022
Q4 		$212K Sell
414
-1
-0.2% -$508 0.01% 247
2022
Q3 		$189K Hold
415
– – 0.01% 241
2022
Q2 		$200K Hold
415
– – 0.01% 245
2022
Q1 		$204K Hold
415
– – 0.01% 253
2021
Q4 		$192K Sell
415
-201
-33% -$84.6K 0.01% 267
2021
Q3 		$230K Hold
616
– – 0.01% 295
2021
Q2 		$235K Sell
616
-3
-0.5% -$1.15K 0.01% 285
2021
Q1 		$222K Sell
619
-25
-4% -$8.04K 0.01% 281
2020
Q4 		$207K Sell
644
-25
-4% -$7.67K 0.01% 277
2020
Q3 		$180K Buy
669
+251
+60% +$67.5K 0.01% 271
2020
Q2 		$108K Sell
418
-24
-5% -$6.4K ﹤0.01% 296
2020
Q1 		$101K Buy
+442
New +$120K ﹤0.01% 308
2018
Q3 		– Sell
-419
Closed -$100K – 402
2018
Q2 		$100K Buy
+419
New +$97K 0.01% 315

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Washington Trust's ELV Position: Q2 2025 in Review

Washington Trust sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 483 shares — an estimated $210K sold.

Washington Trust first reported a position in ELV in Q2 2018 and held it in 22 quarters. The position peaked at $269K in Q2 2024. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Washington Trust reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 483 Elevance Health shares in Q2 2025, an estimated $210K.
  • Washington Trust first reported a position in Elevance Health in Q2 2018 and held it in 22 quarters.
  • Washington Trust's Elevance Health position peaked at $269K in Q2 2024.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.