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WhitTier Trust Company’s Elevance Health ELV Stock Holding History

WhitTier Trust Company’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 		$1.73M Sell
4,138
-1,065
-20% -$395K 0.03% 239
2026
Q1 		$1.57M Sell
5,203
-801
-13% -$263K 0.03% 248
2025
Q4 		$2.23M Sell
6,004
-1,736
-22% -$587K 0.05% 222
2025
Q3 		$2.71M Sell
7,740
-31,380
-80% -$9.76M 0.06% 203
2025
Q2 		$15.2M Buy
39,120
+1,304
+3% +$525K 0.35% 64
2025
Q1 		$16.4M Buy
37,816
+1,010
+3% +$405K 0.42% 58
2024
Q4 		$13.6M Buy
36,806
+1,446
+4% +$605K 0.33% 66
2024
Q3 		$18.4M Sell
35,360
-2,218
-6% -$1.18M 0.48% 51
2024
Q2 		$20.4M Sell
37,578
-1,075
-3% -$568K 0.57% 41
2024
Q1 		$20M Buy
38,653
+1,368
+4% +$680K 0.57% 42
2023
Q4 		$17.6M Sell
37,285
-454
-1% -$210K 0.56% 43
2023
Q3 		$16.4M Buy
37,739
+93
+0.2% +$42.2K 0.58% 42
2023
Q2 		$16.7M Buy
37,646
+592
+2% +$273K 0.57% 41
2023
Q1 		$17M Buy
37,054
+1,321
+4% +$629K 0.63% 37
2022
Q4 		$18.3M Buy
35,733
+565
+2% +$287K 0.72% 32
2022
Q3 		$16M Buy
35,168
+1,588
+5% +$760K 0.68% 35
2022
Q2 		$16.2M Buy
33,580
+2,344
+8% +$1.16M 0.67% 35
2022
Q1 		$15.3M Buy
31,236
+3,462
+12% +$1.58M 0.56% 40
2021
Q4 		$12.9M Buy
27,774
+1,814
+7% +$763K 0.47% 52
2021
Q3 		$9.68M Buy
25,960
+1,119
+5% +$425K 0.4% 62
2021
Q2 		$9.48M Sell
24,841
-423
-2% -$162K 0.39% 62
2021
Q1 		$9.07M Buy
25,264
+1,490
+6% +$479K 0.41% 61
2020
Q4 		$7.63M Buy
23,774
+817
+4% +$251K 0.38% 64
2020
Q3 		$6.17M Buy
22,957
+466
+2% +$125K 0.36% 73
2020
Q2 		$5.91M Buy
22,491
+667
+3% +$178K 0.37% 73
2020
Q1 		$4.95M Buy
21,824
+2,560
+13% +$698K 0.38% 71
2019
Q4 		$5.82M Buy
19,264
+481
+3% +$132K 0.37% 75
2019
Q3 		$4.51M Buy
18,783
+2,105
+13% +$577K 0.31% 88
2019
Q2 		$4.71M Buy
16,678
+251
+2% +$68.6K 0.34% 87
2019
Q1 		$4.71M Buy
16,427
+1,258
+8% +$364K 0.35% 80
2018
Q4 		$3.98M Buy
15,169
+697
+5% +$192K 0.33% 79
2018
Q3 		$3.96M Buy
14,472
+204
+1% +$53K 0.29% 91
2018
Q2 		$3.4M Buy
14,268
+867
+6% +$201K 0.27% 96
2018
Q1 		$2.94M Buy
13,401
+2,071
+18% +$486K 0.24% 105
2017
Q4 		$2.55M Buy
11,330
+1,327
+13% +$283K 0.22% 111
2017
Q3 		$1.9M Buy
10,003
+266
+3% +$50.6K 0.18% 128
2017
Q2 		$1.83M Buy
9,737
+228
+2% +$41K 0.18% 134
2017
Q1 		$1.57M Buy
9,509
+1,372
+17% +$218K 0.16% 140
2016
Q4 		$1.17M Buy
8,137
+46
+0.6% +$6.16K 0.12% 157
2016
Q3 		$1.01M Sell
8,091
-47
-0.6% -$6.07K 0.12% 175
2016
Q2 		$1.07M Buy
8,138
+291
+4% +$39.8K 0.12% 170
2016
Q1 		$1.09M Buy
7,847
+167
+2% +$22.3K 0.13% 164
2015
Q4 		$1.07M Buy
7,680
+578
+8% +$79.6K 0.13% 165
2015
Q3 		$994K Buy
7,102
+195
+3% +$29.3K 0.12% 172
2015
Q2 		$1.13M Buy
6,907
+187
+3% +$29.9K 0.13% 170
2015
Q1 		$1.04M Sell
6,720
-54
-0.8% -$7.69K 0.12% 186
2014
Q4 		$852K Buy
6,774
+64
+1% +$7.91K 0.1% 206
2014
Q3 		$803K Buy
6,710
+116
+2% +$13.3K 0.09% 203
2014
Q2 		$710K Buy
6,594
+125
+2% +$12.9K 0.08% 216
2014
Q1 		$644K Sell
6,469
-20
-0.3% -$1.81K 0.08% 212
2013
Q4 		$600K Buy
6,489
+345
+6% +$30.7K 0.07% 212
2013
Q3 		$514K Buy
6,144
+324
+6% +$27.8K 0.07% 213
2013
Q2 		$476K Buy
+5,820
New +$436K 0.07% 217

Other funds holding ELV

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

WhitTier Trust Company's ELV Position: Q2 2026 in Review

WhitTier Trust Company reduced its Elevance Health (ELV) stake by 20% in Q2 2026, selling an estimated $395K and leaving 4,138 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #239.

WhitTier Trust Company first reported a position in ELV in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.4M in Q2 2024. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • WhitTier Trust Company held 4,138 shares of Elevance Health worth $1.73M as of Q2 2026.
  • WhitTier Trust Company sold 1,065 Elevance Health shares in Q2 2026, an estimated $395K.
  • Elevance Health made up 0.03% of WhitTier Trust Company's portfolio in Q2 2026, its #239 holding.
  • WhitTier Trust Company first reported a position in Elevance Health in Q2 2013 and has held it in 53 quarters since.
  • WhitTier Trust Company's Elevance Health position peaked at $20.4M in Q2 2024.
  • 637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.