Position in ELV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$104,030
+$23,053 QoQ
Shares Held
269
+16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,363
of 1,605 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026TRUST CO OF VERMONT holds $10,032,072 across 7 Healthcare Plans names. ELV ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
15,346 | $4,230,584 | |
| 2 | CVS |
CVS HEALTH Corp
|
28,800 | $2,979,359 | |
| 3 | UNH |
Unitedhealth Group Inc
|
6,459 | $2,684,554 | |
| 4 | ELV |
Elevance Health, Inc.
This page
|
269 | $104,030 | |
| 5 | HUM |
Humana Inc
|
70 | $27,805 | |
| 6 | CNC |
Centene Corp
|
45 | $2,888 | |
| 7 | OSCR |
Oscar Health, Inc.
|
100 | $2,852 |
All Filings in ELV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,030 | 269 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $80,977 | 231 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $55,576 | 172 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $66,901 | 172 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $70,898 | 163 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $70,828 | 192 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $92,040 | 177 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $162,016 | 299 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $34,742 | 67 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $32,066 | 68 | Shares | Sole | 2024-03-08 | |
| 2023-09-30 | $29,173 | 67 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $29,767 | 67 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $30,807 | 67 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $34,368 | 67 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $36,793 | 81 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $32,332 | 67 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $31,057 | 67 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $25,580 | 67 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $24,049 | 67 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $21,513 | 67 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $17,995 | 67 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $17,619 | 67 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $15,211 | 67 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||