Blume Capital Management, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1587192 BERKELEY, CA

Position in ELV

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

Position Value

$4,151,159

+$923,298 QoQ

Shares Held

10,734

-2.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#472

of 1,597 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Blume Capital Management, Inc. holds $8,826,566 across 4 Healthcare Plans names. ELV ranks #2 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	44,074	$4,559,455
2	ELV	Elevance Health, Inc. This page	10,734	$4,151,159
3	UNH	Unitedhealth Group Inc	275	$114,298
4	CI	Cigna Group	6	$1,654

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,151,159	10,734	-2.6%	Shares	Sole	2026-07-27
2026-03-31	$3,227,861	11,026	+78.3%	Shares	Sole	2026-05-01
2025-12-31	$2,168,151	6,185	+0.7%	Shares	Sole	2026-02-05
2025-09-30	$1,985,572	6,145	+236.7%	Shares	Sole	2025-11-06
2025-06-30	$709,852	1,825	-84.3%	Shares	Sole	2025-07-30
2025-03-31	$5,061,194	11,636	+9.3%	Shares	Sole	2025-05-06
2024-12-31	$3,928,416	10,649	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.