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Legacy Trust

SEC CIK
0001772483
Latest filing
Jul 31, 2026

ELV holding history

Elevance Health, Inc. in every 13F filed by Legacy Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ELV overviewAll 13F holders of ELVFull Q2 2026 holdings

Shares (Q2 2026)
5,208
Value
$2.01M
% of portfolio
0.4%
Quarters held
15
Since Q4 2022
Holdings of ELV by Legacy Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,208$2.01M0.4%+33+0.6%AddedHolders
Q1 20265,175$1.51M0.3%−8−0.2%ReducedHolders
Q4 20255,183$1.82M0.3%00.0%UnchangedHolders
Q3 20255,183$1.67M0.3%−24−0.5%ReducedHolders
Q2 20255,207$2.03M0.5%+10+0.2%AddedHolders
Q1 20255,197$2.26M0.5%+15+0.3%AddedHolders
Q4 20245,182$1.91M0.4%−49−0.9%ReducedHolders
Q3 20245,231$2.72M0.6%+17+0.3%AddedHolders
Q2 20245,214$2.83M0.7%00.0%UnchangedHolders
Q1 20245,214$2.70M0.7%+25+0.5%AddedHolders
Q4 20235,189$2.45M0.6%00.0%UnchangedHolders
Q3 20235,189$2.26M0.7%+6+0.1%AddedHolders
Q2 20235,183$2.30M0.6%+7+0.1%AddedHolders
Q1 20235,176$2.38M0.7%00.0%UnchangedHolders
Q4 20225,176$2.66M0.8%–No prior filingHolders