W.G. Shaheen & Associates DBA Whitney & Co

Position in ELV — Elevance Health, Inc.

CIK 1577001 ROCHESTER, NY

Position in ELV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$981,134

+$238,428 QoQ

Shares Held

2,537

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#285

of 791 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Healthcare · as of Jun 30, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $35,112,545 across 4 Healthcare Plans names. ELV ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MOH	Molina Healthcare, Inc.	76,661	$17,532,370
2	CI	Cigna Group	52,800	$14,555,904
3	CVS	CVS HEALTH Corp	19,750	$2,043,137
4	ELV	Elevance Health, Inc. This page	2,537	$981,134

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$981,134	2,537	0.0%	Shares	Sole	2026-07-28
2026-03-31	$742,706	2,537	-3.8%	Shares	Sole	2026-05-05
2025-12-31	$924,400	2,637	-0.9%	Shares	Sole	2026-01-30
2025-09-30	$860,145	2,662	0.0%	Shares	Sole	2025-11-07
2025-06-30	$1,035,411	2,662	0.0%	Shares	Sole	2025-08-05
2025-03-31	$1,157,863	2,662	0.0%	Shares	Sole	2025-05-06
2024-12-31	$982,011	2,662	-0.6%	Shares	Sole	2025-02-04
2024-09-30	$1,392,040	2,677	-3.7%	Shares	Sole	2024-11-07
2024-06-30	$1,505,828	2,779	-3.4%	Shares	Sole	2024-07-30
2024-03-31	$1,491,839	2,877	-1.7%	Shares	Sole	2024-05-08
2023-12-31	$1,380,256	2,927	0.0%	Shares	Sole	2024-02-13
2023-09-30	$1,274,474	2,927	0.0%	Shares	Sole	2023-11-08
2023-06-30	$1,300,436	2,927	-0.8%	Shares	Sole	2023-08-14
2023-03-31	$1,357,359	2,952	+0.9%	Shares	Sole	2023-05-03
2022-12-31	$1,501,463	2,927	0.0%	Shares	Sole	2023-02-03
2022-09-30	$1,329,560	2,927	0.0%	Shares	Sole	2022-11-09
2022-06-30	$1,412,511	2,927	-0.5%	Shares	Sole	2022-08-05
2022-03-31	$1,445,169	2,942	-0.8%	Shares	Sole	2022-05-13
2021-12-31	$1,375,323	2,967	-1.7%	Shares	Sole	2022-02-11
2021-09-30	$1,124,737	3,017	-0.8%	Shares	Sole	2021-11-12
2021-06-30	$1,161,435	3,042	0.0%	Shares	Sole	2021-08-13
2021-03-31	$1,091,925	3,042	-9.0%	Shares	Sole	2021-05-11
2020-12-31	$1,073,082	3,342	-2.2%	Shares	Sole	2021-02-10
2020-09-30	$917,772	3,417	-5.5%	Shares	Sole	2020-11-13
2020-06-30	$951,198	3,617	-8.8%	Shares	Sole	2020-08-13
2020-03-31	$900,667	3,967	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.