SMITHBRIDGE ASSET MANAGEMENT INC/DE
Position in ELV — Elevance Health, Inc.
CIK 1103245
Chadds Ford, PA
Position in ELV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$413,801
+$84,458 QoQ
Shares Held
1,070
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,037
of 1,605 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026SMITHBRIDGE ASSET MANAGEMENT INC/DE holds $1,903,418 across 2 Healthcare Plans names. ELV ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
3,584 | $1,489,617 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
1,070 | $413,801 |
All Filings in ELV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,801 | 1,070 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $329,343 | 1,125 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $847,279 | 2,417 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $788,735 | 2,441 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $949,451 | 2,441 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,142,639 | 2,627 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,465,880 | 2,819 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $830,129 | 1,532 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $794,403 | 1,532 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $789,863 | 1,675 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $744,132 | 1,709 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $769,510 | 1,732 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $797,770 | 1,735 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $896,158 | 1,747 | Shares | Sole | 2023-03-01 | |
| No filing history on record for this holder in this stock. | ||||||