DT Investment Partners, LLC

Position in ELV — Elevance Health, Inc.

CIK 1537621 CHADDS FORD, PA

Position in ELV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$249,054

+$60,523 QoQ

Shares Held

644

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,220

of 1,605 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

DT Investment Partners, LLC holds $1,141,487 across 5 Healthcare Plans names. ELV ranks #3 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,310	$544,475
2	CVS	CVS HEALTH Corp	2,777	$287,280
3	ELV	Elevance Health, Inc. This page	644	$249,054
4	CNC	Centene Corp	868	$55,716
5	CI	Cigna Group	18	$4,962

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,054	644	0.0%	Shares	Sole	2026-07-27
2026-03-31	$188,531	644	0.0%	Shares	Sole	2026-05-15
2025-12-31	$225,754	644	0.0%	Shares	Sole	2026-02-10
2025-09-30	$208,089	644	0.0%	Shares	Sole	2025-10-22
2025-06-30	$250,490	644	0.0%	Shares	Sole	2025-07-22
2025-03-31	$280,114	644	0.0%	Shares	Sole	2025-04-29
2024-12-31	$237,571	644	0.0%	Shares	Sole	2025-01-30
2024-09-30	$334,880	644	+4.9%	Shares	Sole	2024-10-23
2024-06-30	$332,702	614	0.0%	Shares	Sole	2024-07-24
2024-03-31	$318,383	614	0.0%	Shares	Sole	2024-05-13
2023-12-31	$289,537	614	+42.5%	Shares	Sole	2024-01-31
2023-09-30	$187,666	431	0.0%	Shares	Sole	2023-10-27
2023-06-30	$191,488	431	0.0%	Shares	Sole	2023-08-28
2023-03-31	$198,178	431	0.0%	Shares	Sole	2023-05-03
2022-12-31	$221,090	431	0.0%	Shares	Sole	2023-01-31
2022-09-30	$195,777	431	-50.0%	Shares	Sole	2022-11-14
2022-06-30	$415,983	862	0.0%	Shares	Sole	2022-07-25
2022-03-31	$423,431	862	+61.4%	Shares	Sole	2022-05-09
2021-12-31	$247,530	534	-18.6%	Shares	Sole	2022-02-07
2021-09-30	$244,556	656	—	Shares	Sole	2021-10-13
No filing history on record for this holder in this stock.