HOHIMER WEALTH MANAGEMENT, LLC

Position in ELV — Elevance Health, Inc.

CIK 1802533 SEATTLE, WA

Position in ELV

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,148,452

+$1,086,287 QoQ

Shares Held

10,727

+2.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#473

of 1,597 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 63% Shared 0% None 37%

Healthcare · as of Jun 30, 2026

HOHIMER WEALTH MANAGEMENT, LLC holds $16,563,521 across 3 Healthcare Plans names. ELV ranks #3 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	18,403	$7,648,838
2	CI	Cigna Group	17,289	$4,766,231
3	ELV	Elevance Health, Inc. This page	10,727	$4,148,452

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,148,452	10,727	+2.6%	Shares	Sole	2026-08-03
2026-03-31	$3,062,165	10,460	-26.7%	Shares	Sole	2026-05-01
2025-12-31	$5,005,503	14,279	-0.3%	Shares	Sole	2026-02-12
2025-09-30	$4,626,755	14,319	+125.2%	Shares	Sole	2025-11-12
2024-09-30	$3,306,160	6,358	-0.0%	Shares	Sole	2024-11-19
2024-06-30	$3,446,771	6,361	+210.0%	Shares	Sole	2024-08-02
2024-03-31	$1,064,044	2,052	+1.9%	Shares	Sole	2024-05-08
2023-12-31	$949,250	2,013	+1.0%	Shares	Sole	2024-02-09
2023-09-30	$868,227	1,994	+2.0%	Shares	Sole	2023-11-21
2023-06-30	$868,586	1,955	-2.7%	Shares	Sole	2023-07-28
2023-03-31	$923,758	2,009	-0.1%	Shares	Sole	2023-05-03
2022-12-31	$1,031,582	2,011	-6.2%	Shares	Sole	2023-02-01
2022-09-30	$973,436	2,143	-0.1%	Shares	Sole	2022-11-02
2022-06-30	$1,035,134	2,145	-53.6%	Shares	Sole	2022-07-25
2022-03-31	$2,272,874	4,627	0.0%	Shares	Sole	2022-05-03
2021-12-31	$2,144,799	4,627	+1.3%	Shares	Sole	2022-01-25
2021-09-30	$1,702,577	4,567	-0.3%	Shares	Sole	2021-10-18
2021-06-30	$1,748,644	4,580	+3.9%	Shares	Sole	2021-07-12
2021-03-31	$1,582,251	4,408	+2.8%	Shares	Sole	2021-04-12
2020-12-31	$1,377,155	4,289	+0.5%	Shares	Sole	2021-01-12
2020-09-30	$1,145,804	4,266	-42.4%	Shares	Sole	2020-11-13
2020-06-30	$1,947,892	7,407	+2.8%	Shares	Sole	2020-07-14
2020-03-31	$1,635,596	7,204	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.