Position in ELV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,014,089
+$499,108 QoQ
Shares Held
5,208
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#587
of 1,597 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Legacy Trust holds $2,014,089 across 1 Healthcare Plans name. ELV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
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|
5,208 | $2,014,089 |
All Filings in ELV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,014,089 | 5,208 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,514,981 | 5,175 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,816,900 | 5,183 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,674,730 | 5,183 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,025,314 | 5,207 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,260,487 | 5,197 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,911,639 | 5,182 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,720,120 | 5,231 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,825,258 | 5,214 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,703,667 | 5,214 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,446,924 | 5,189 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,259,394 | 5,189 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,302,755 | 5,183 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,379,976 | 5,176 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,655,132 | 5,176 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||