Evercore Wealth Management, LLC

Position in ELV — Elevance Health, Inc.

CIK 1482689 New York, NY

Position in ELV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$215,021

+$12,053 QoQ

Shares Held

556

-4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,287

of 1,592 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Healthcare · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $29,167,462 across 3 Healthcare Plans names. ELV ranks #3 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	68,844	$28,613,631
2	CI	Cigna Group	1,229	$338,810
3	ELV	Elevance Health, Inc. This page	556	$215,021

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,021	556	-4.0%	Shares	Sole	2026-08-14
2025-12-31	$202,968	579	-2.9%	Shares	Sole	2026-02-17
2025-06-30	$231,820	596	0.0%	Shares	Sole	2025-08-14
2025-03-31	$259,236	596	-3.1%	Shares	Sole	2025-05-15
2024-12-31	$226,873	615	-14.1%	Shares	Sole	2025-02-14
2024-09-30	$372,320	716	0.0%	Shares	Sole	2024-11-14
2024-06-30	$387,971	716	-3.1%	Shares	Sole	2024-08-14
2024-03-31	$383,201	739	-1.9%	Shares	Sole	2024-05-15
2023-12-31	$355,084	753	+1.6%	Shares	Sole	2024-02-14
2023-09-30	$322,646	741	-7.3%	Shares	Sole	2023-11-14
2023-06-30	$354,987	799	-0.7%	Shares	Sole	2023-08-04
2023-03-31	$370,147	805	-1.5%	Shares	Sole	2023-05-15
2022-12-31	$419,096	817	-8.2%	Shares	Sole	2023-02-14
2022-09-30	$404,273	890	-7.5%	Shares	Sole	2022-11-14
2022-06-30	$464,241	962	0.0%	Shares	Sole	2022-08-15
2022-03-31	$472,553	962	-8.4%	Shares	Sole	2022-05-16
2021-12-31	$486,717	1,050	-2.8%	Shares	Sole	2022-02-14
2021-09-30	$402,624	1,080	0.0%	Shares	Sole	2021-11-15
2021-06-30	$412,344	1,080	-33.4%	Shares	Sole	2021-08-16
2021-03-31	$581,857	1,621	-1.5%	Shares	Sole	2021-05-17
2020-12-31	$528,514	1,646	+12.8%	Shares	Sole	2021-02-16
2020-09-30	$391,872	1,459	+0.9%	Shares	Sole	2020-11-16
2020-06-30	$380,269	1,446	0.0%	Shares	Sole	2020-08-13
2020-03-31	$328,299	1,446	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.