Florida Trust Wealth Management Co

Position in ELV — Elevance Health, Inc.

CIK 1651023 SANIBEL, FL

Position in ELV

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

Position Value

$1,065,053

+$265,846 QoQ

Shares Held

2,754

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#740

of 1,597 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $20,976,421 across 5 Healthcare Plans names. ELV ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	30,900	$12,842,966
2	CI	Cigna Group	11,397	$3,141,924
3	CVS	CVS HEALTH Corp	20,043	$2,073,447
4	HUM	Humana Inc	4,665	$1,853,031
5	ELV	Elevance Health, Inc. This page	2,754	$1,065,053

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,065,053	2,754	+0.9%	Shares	Sole	2026-07-27
2026-03-31	$799,207	2,730	+18.2%	Shares	Defined	2026-05-15
2025-12-31	$809,770	2,310	+95.1%	Shares	Defined	2026-01-20
2025-09-30	$382,573	1,184	-0.4%	Shares	Defined	2025-10-29
2025-06-30	$462,472	1,189	-5.3%	Shares	Defined	2025-08-13
2025-03-31	$546,308	1,256	-0.8%	Shares	Defined	2025-04-15
2024-12-31	$467,027	1,266	-24.7%	Shares	Defined	2025-01-15
2024-09-30	$874,640	1,682	+12.8%	Shares	Defined	2024-10-08
2024-06-30	$807,912	1,491	+18.2%	Shares	Defined	2024-07-22
2024-03-31	$653,878	1,261	+0.6%	Shares	Defined	2024-05-21
2023-12-31	$590,863	1,253	—	Shares	Defined	2024-02-16
No filing history on record for this holder in this stock.