Position in ELV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$414,187
+$101,823 QoQ
Shares Held
1,071
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,026
of 1,592 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, 2026Kuhn & Co Investment Counsel holds $661,902 across 2 Healthcare Plans names. ELV ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
1,071 | $414,187 | |
| 2 | UNH |
Unitedhealth Group Inc
|
596 | $247,715 |
All Filings in ELV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,187 | 1,071 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $312,364 | 1,067 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $374,036 | 1,067 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $323,120 | 1,000 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $388,960 | 1,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $434,960 | 1,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $368,900 | 1,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $523,120 | 1,006 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $545,111 | 1,006 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $521,651 | 1,006 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $474,389 | 1,006 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||