Goelzer Investment Management, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1550057 CARMEL, IN

Position in ELV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,886,082

+$344,168 QoQ

Shares Held

4,877

-7.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#603

of 1,597 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Goelzer Investment Management, Inc. holds $13,822,935 across 4 Healthcare Plans names. ELV ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	17,688	$7,351,663
2	CI	Cigna Group	14,165	$3,905,007
3	ELV	Elevance Health, Inc. This page	4,877	$1,886,082
4	CVS	CVS HEALTH Corp	6,575	$680,183

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,886,082	4,877	-7.4%	Shares	Sole	2026-07-15
2026-03-31	$1,541,914	5,267	+410.4%	Shares	Sole	2026-04-09
2025-12-31	$361,767	1,032	-1.9%	Shares	Sole	2026-01-14
2025-09-30	$339,922	1,052	-21.0%	Shares	Sole	2025-10-14
2025-06-30	$518,094	1,332	+61.7%	Shares	Sole	2025-07-09
2025-03-31	$358,407	824	+20.8%	Shares	Sole	2025-04-29
2024-12-31	$251,589	682	0.0%	Shares	Sole	2025-01-21
2024-09-30	$354,640	682	0.0%	Shares	Sole	2024-10-04
2024-06-30	$369,548	682	0.0%	Shares	Sole	2024-08-09
2024-03-31	$353,644	682	+8.8%	Shares	Sole	2024-05-02
2023-12-31	$295,668	627	+47.2%	Shares	Sole	2024-02-08
2022-12-31	$218,525	426	0.0%	Shares	Sole	2023-01-20
2022-06-30	$205,579	426	0.0%	Shares	Sole	2022-08-01
2022-03-31	$209,259	426	-61.5%	Shares	Sole	2022-05-10
2020-12-31	$355,125	1,106	-2.8%	Shares	Sole	2021-02-12
2020-09-30	$305,655	1,138	0.0%	Shares	Sole	2020-10-27
2020-06-30	$299,271	1,138	0.0%	Shares	Sole	2020-08-12
2020-03-31	$258,371	1,138	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.