Palisades Hudson Asset Management, L.P.
Position in ELV — Elevance Health, Inc.
CIK 1388443
FORT LAUDERDALE, FL
Position in ELV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$279,605
+$14,374 QoQ
Shares Held
723
-20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,165
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, 2026Palisades Hudson Asset Management, L.P. holds $714,769 across 2 Healthcare Plans names. ELV ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,047 | $435,164 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
723 | $279,605 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,605 | 723 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $265,231 | 906 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $317,598 | 906 | Shares | Other | 2026-01-30 | |
| 2025-09-30 | $292,746 | 906 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $352,397 | 906 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $424,955 | 977 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $360,415 | 977 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $508,041 | 978 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $670,281 | 1,238 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $641,434 | 1,238 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $643,207 | 1,364 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $593,477 | 1,363 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $605,568 | 1,365 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $627,640 | 1,365 | Shares | Other | 2023-04-26 | |
| 2022-12-31 | $700,203 | 1,365 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $620,037 | 1,365 | Shares | Other | 2022-10-28 | |
| 2022-06-30 | $658,721 | 1,365 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $721,601 | 1,469 | Shares | Other | 2022-04-27 | |
| 2021-12-31 | $680,476 | 1,468 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $547,270 | 1,468 | Shares | Other | 2021-10-28 | |
| 2021-06-30 | $560,482 | 1,468 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $526,938 | 1,468 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $471,360 | 1,468 | Shares | Other | 2021-01-29 | |
| 2020-09-30 | $394,290 | 1,468 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $386,054 | 1,468 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $333,294 | 1,468 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||