PATRICK M SWEENEY & ASSOCIATES, INC
Position in ELV — Elevance Health, Inc.
CIK 2010453
LIBERTYVILLE, IL
Position in ELV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$524,019
+$140,517 QoQ
Shares Held
1,355
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#961
of 1,597 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $4,925,263 across 3 Healthcare Plans names. ELV ranks #3 (10.6% of the industry book) .
All Filings in ELV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,019 | 1,355 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $383,502 | 1,310 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $453,962 | 1,295 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $448,490 | 1,388 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $539,876 | 1,388 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $590,675 | 1,358 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $495,432 | 1,343 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $685,360 | 1,318 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $683,285 | 1,261 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $647,137 | 1,248 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $574,360 | 1,218 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||