Harbour Trust & Investment Management Co
Position in ELV — Elevance Health, Inc.
CIK 2003557
MICHIGAN CITY, IN
Position in ELV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$267,617
-$117,514 QoQ
Shares Held
692
-33.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,182
of 1,597 holders
Holding Since
Dec 2023
6 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, 2026Harbour Trust & Investment Management Co holds $565,623 across 2 Healthcare Plans names. ELV ranks #2 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
717 | $298,006 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
692 | $267,617 |
All Filings in ELV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,617 | 692 | Shares | Sole | 2026-07-28 | |
| 2024-12-31 | $385,131 | 1,044 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $379,080 | 729 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $395,015 | 729 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $398,757 | 769 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $362,629 | 769 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||