ALPINE WOODS CAPITAL INVESTORS, LLC
Position in ELV — Elevance Health, Inc.
CIK 1226886
PURCHASE, NY
Position in ELV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$255,628
+$55,387 QoQ
Shares Held
661
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,206
of 1,597 holders
Holding Since
Mar 2020
26 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, 2026ALPINE WOODS CAPITAL INVESTORS, LLC holds $1,040,337 across 2 Healthcare Plans names. ELV ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,888 | $784,709 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
661 | $255,628 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,628 | 661 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $200,241 | 684 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $1,427,439 | 4,072 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,572,625 | 4,867 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,893,068 | 4,867 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,210,466 | 5,082 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,151,424 | 5,832 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,642,640 | 5,082 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,759,151 | 5,092 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,640,405 | 5,092 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,131,223 | 13,002 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,661,330 | 13,002 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,821,087 | 13,102 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $7,476,050 | 16,259 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $8,342,944 | 16,264 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $7,387,759 | 16,264 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $7,851,576 | 16,270 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,992,149 | 16,270 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,604,837 | 16,406 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,116,156 | 16,406 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,271,446 | 16,426 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $11,026,944 | 30,720 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $9,921,681 | 30,900 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $9,696,099 | 36,100 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $9,519,876 | 36,200 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $8,241,552 | 36,300 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||