Position in ELV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,579,875
+$439,873 QoQ
Shares Held
6,671
-8.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#542
of 1,597 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026AMI INVESTMENT MANAGEMENT INC holds $6,316,388 across 2 Healthcare Plans names. ELV ranks #2 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
8,990 | $3,736,513 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
6,671 | $2,579,875 |
All Filings in ELV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,579,875 | 6,671 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,140,002 | 7,310 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,403,370 | 6,856 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,123,867 | 6,573 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,161,839 | 5,558 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,299,198 | 5,286 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,636,071 | 4,435 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,293,760 | 2,488 | Shares | Sole | 2024-10-04 | |
| No filing history on record for this holder in this stock. | ||||||