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Joel Isaacson & Co., LLC

Position in ELV — Elevance Health, Inc.

CIK 1599330 NEW YORK, NY

Position in ELV

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$950,582
+$231,003 QoQ
Shares Held
2,458
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#770
of 1,597 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ELV Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Joel Isaacson & Co., LLC holds $4,766,786 across 4 Healthcare Plans names. ELV ranks #3 (19.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 ELV
Elevance Health, Inc.
This page
2,458 $950,582

All Filings in ELV

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $950,582 2,458
2026-03-31 $719,579 2,458
2025-12-31 $897,758 2,561
2025-09-30 $570,306 1,765
2025-06-30 $472,586 1,215
2025-03-31 $528,476 1,215
2024-12-31 $458,542 1,243
2024-09-30 $646,360 1,243
2024-06-30 $617,720 1,140
2024-03-31 $645,582 1,245
2023-12-31 $587,092 1,245
2023-09-30 $589,994 1,355
2023-06-30 $602,012 1,355
2023-03-31 $294,278 640
2022-12-31 $328,300 640
2022-09-30 $290,713 640
2022-06-30 $311,746 646
2022-03-31 $307,994 627
2021-12-31 $290,639 627
2021-09-30 $233,745 627
2021-06-30 $237,097 621
2021-03-31 $222,907 621