Keudell/Morrison Wealth Management

Position in ELV — Elevance Health, Inc.

CIK 1785498 Salem, OR

Position in ELV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,948,732

+$473,565 QoQ

Shares Held

5,039

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#592

of 1,597 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $3,340,592 across 3 Healthcare Plans names. ELV ranks #1 (58.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc. This page	5,039	$1,948,732
2	UNH	Unitedhealth Group Inc	2,681	$1,114,304
3	CVS	CVS HEALTH Corp	2,683	$277,556

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,948,732	5,039	0.0%	Shares	Sole	2026-07-15
2026-03-31	$1,475,167	5,039	+0.1%	Shares	Sole	2026-04-20
2025-12-31	$1,764,318	5,033	+0.4%	Shares	Sole	2026-02-06
2025-06-30	$1,949,856	5,013	-1.6%	Shares	Sole	2025-07-22
2025-03-31	$2,216,121	5,095	-0.3%	Shares	Sole	2025-04-23
2024-12-31	$1,885,447	5,111	-3.5%	Shares	Sole	2025-01-23
2024-09-30	$2,753,400	5,295	+0.3%	Shares	Sole	2024-10-31
2024-06-30	$2,861,562	5,281	0.0%	Shares	Sole	2024-07-16
2024-03-31	$2,738,409	5,281	+0.0%	Shares	Sole	2024-05-07
2023-12-31	$2,489,836	5,280	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$2,296,405	5,274	+0.2%	Shares	Sole	2023-10-18
2023-06-30	$2,339,631	5,266	+0.2%	Shares	Sole	2023-07-20
2023-03-31	$2,417,221	5,257	-0.2%	Shares	Sole	2023-04-18
2022-12-31	$2,702,838	5,269	-0.1%	Shares	Sole	2023-01-20
2022-09-30	$2,395,661	5,274	+23.6%	Shares	Sole	2022-10-12
2022-06-30	$2,059,168	4,267	+1.9%	Shares	Sole	2022-07-18
2022-03-31	$2,057,720	4,189	-6.7%	Shares	Sole	2022-04-18
2021-12-31	$2,080,831	4,489	-0.1%	Shares	Sole	2022-02-08
2021-09-30	$1,674,990	4,493	0.0%	Shares	Sole	2021-12-08
2021-06-30	$1,715,427	4,493	0.0%	Shares	Sole	2021-07-13
2021-03-31	$1,612,762	4,493	+8.6%	Shares	Sole	2021-04-13
2020-12-31	$1,328,670	4,138	0.0%	Shares	Sole	2021-02-12
2020-09-30	$1,111,425	4,138	-0.5%	Shares	Sole	2020-10-20
2020-06-30	$1,093,996	4,160	0.0%	Shares	Sole	2020-07-14
2020-03-31	$944,486	4,160	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.