DONALDSON CAPITAL MANAGEMENT, LLC

Position in ELV — Elevance Health, Inc.

CIK 1487438 EVANSVILLE, IN

Position in ELV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$472,970

+$111,717 QoQ

Shares Held

1,223

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#983

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

DONALDSON CAPITAL MANAGEMENT, LLC holds $2,484,521 across 3 Healthcare Plans names. ELV ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,204	$1,331,678
2	CVS	CVS HEALTH Corp	6,572	$679,873
3	ELV	Elevance Health, Inc. This page	1,223	$472,970

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$472,970	1,223	-0.9%	Shares	Sole	2026-08-05
2026-03-31	$361,253	1,234	0.0%	Shares	Sole	2026-04-30
2025-12-31	$432,578	1,234	-3.1%	Shares	Sole	2026-01-14
2025-09-30	$411,654	1,274	-11.7%	Shares	Sole	2025-11-04
2025-06-30	$561,269	1,443	+0.1%	Shares	Sole	2025-08-07
2025-03-31	$627,212	1,442	-28.8%	Shares	Sole	2025-04-15
2024-12-31	$746,653	2,024	-10.4%	Shares	Sole	2025-02-07
2024-09-30	$1,175,200	2,260	-65.1%	Shares	Sole	2024-10-29
2024-06-30	$3,505,834	6,470	+14.3%	Shares	Sole	2024-07-31
2024-03-31	$2,935,973	5,662	+179.7%	Shares	Sole	2024-04-22
2023-12-31	$954,437	2,024	-17.2%	Shares	Sole	2024-01-30
2023-09-30	$1,064,601	2,445	0.0%	Shares	Sole	2023-10-11
2023-06-30	$1,086,289	2,445	0.0%	Shares	Sole	2023-07-17
2023-03-31	$1,124,235	2,445	0.0%	Shares	Sole	2023-04-13
2022-12-31	$1,254,211	2,445	0.0%	Shares	Sole	2023-02-08
2022-09-30	$1,110,616	2,445	-0.2%	Shares	Sole	2022-10-13
2022-06-30	$1,182,321	2,450	-0.2%	Shares	Sole	2022-08-11
2022-03-31	$1,205,453	2,454	+0.1%	Shares	Sole	2022-05-13
2021-12-31	$1,136,600	2,452	+0.7%	Shares	Sole	2022-01-21
2021-09-30	$907,768	2,435	+0.0%	Shares	Sole	2021-11-04
2021-06-30	$929,301	2,434	0.0%	Shares	Sole	2021-07-28
2021-03-31	$873,684	2,434	0.0%	Shares	Sole	2021-05-05
2020-12-31	$781,533	2,434	-0.4%	Shares	Sole	2021-01-11
2020-09-30	$656,165	2,443	-0.0%	Shares	Sole	2020-11-05
2020-06-30	$642,723	2,444	-0.3%	Shares	Sole	2020-07-27
2020-03-31	$556,702	2,452	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.