Position in ELV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$663,628
+$161,269 QoQ
Shares Held
1,716
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#875
of 1,597 holders
Holding Since
Dec 2024
7 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, 2026InvesTrust holds $2,046,754 across 2 Healthcare Plans names. ELV ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
13,370 | $1,383,126 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
1,716 | $663,628 |
All Filings in ELV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,628 | 1,716 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $502,359 | 1,716 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $601,543 | 1,716 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $568,368 | 1,759 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $684,180 | 1,759 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $765,094 | 1,759 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $648,895 | 1,759 | Shares | Sole | 2025-01-08 | |
| No filing history on record for this holder in this stock. | ||||||