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Colonial Trust Advisors

Position in ELV — Elevance Health, Inc.

CIK 1567993 SPARTANBURG, SC

Position in ELV

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$91,268
+$32,718 QoQ
Shares Held
236
+18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,369
of 1,597 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ELV Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Colonial Trust Advisors holds $13,989,813 across 5 Healthcare Plans names. ELV ranks #5 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 ELV
Elevance Health, Inc.
This page
236 $91,268

All Filings in ELV

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $91,268 236
2026-03-31 $58,550 200
2025-12-31 $94,297 269
2025-09-30 $86,919 269
2025-06-30 $104,630 269
2025-03-31 $117,004 269
2024-12-31 $99,234 269
2024-09-30 $139,880 269
2024-06-30 $145,760 269
2024-03-31 $141,042 272
2023-12-31 $132,508 281
2023-09-30 $187,666 431
2023-06-30 $191,488 431
2023-03-31 $198,637 432
2022-12-31 $222,116 433
2022-09-30 $119,919 264