Choate Investment Advisors

Position in ELV — Elevance Health, Inc.

CIK 1399794 BOSTON, MA

Position in ELV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$287,727

+$58,797 QoQ

Shares Held

744

-4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,154

of 1,597 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Healthcare · as of Jun 30, 2026

Choate Investment Advisors holds $5,981,124 across 4 Healthcare Plans names. ELV ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	6,728	$2,796,358
2	CI	Cigna Group	7,247	$1,997,852
3	CVS	CVS HEALTH Corp	8,692	$899,187
4	ELV	Elevance Health, Inc. This page	744	$287,727

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,727	744	-4.9%	Shares	Sole	2026-08-11
2026-03-31	$228,930	782	+2.5%	Shares	Sole	2026-05-13
2025-12-31	$267,469	763	+5.1%	Shares	Sole	2026-02-09
2025-09-30	$234,585	726	-6.7%	Shares	Sole	2025-11-10
2025-06-30	$302,610	778	+1.8%	Shares	Sole	2025-08-12
2025-03-31	$332,309	764	+1.5%	Shares	Sole	2025-05-14
2024-12-31	$277,781	753	-27.9%	Shares	Sole	2025-02-10
2024-09-30	$542,880	1,044	+48.5%	Shares	Sole	2024-11-13
2024-06-30	$380,927	703	+0.3%	Shares	Sole	2024-08-08
2024-03-31	$363,496	701	-1.1%	Shares	Sole	2024-05-07
2023-12-31	$334,336	709	+1.1%	Shares	Sole	2024-02-14
2023-09-30	$305,229	701	—	Shares	Sole	2023-10-30
No filing history on record for this holder in this stock.