TRUST POINT INC.

Position in ELV — Elevance Health, Inc.

CIK 1635633 LA CROSSE, WI

Position in ELV

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$239,469

-$61,653 QoQ

Shares Held

818

-4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 46% Shared 0% None 54%

Healthcare · as of Jun 30, 2026

TRUST POINT INC. holds $2,703,871 across 3 Healthcare Plans names.

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,958	$1,229,433
2	CI	Cigna Group	3,131	$863,153
3	CVS	CVS HEALTH Corp	5,909	$611,285

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$239,469	818	-4.8%	Shares	Sole	2026-04-15
2025-12-31	$301,122	859	-12.2%	Shares	Sole	2026-01-13
2025-09-30	$316,011	978	+57.2%	Shares	Sole	2025-10-10
2025-03-31	$270,545	622	-24.1%	Shares	Sole	2025-04-17
2024-12-31	$302,129	819	-4.4%	Shares	Sole	2025-01-24
2024-09-30	$445,640	857	+1.1%	Shares	Sole	2024-10-17
2024-06-30	$459,497	848	-22.5%	Shares	Sole	2024-07-24
2024-03-31	$567,282	1,094	+1.3%	Shares	Sole	2024-04-19
2023-12-31	$509,284	1,080	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.