Weinberger Asset Management, Inc

Position in ELV — Elevance Health, Inc.

CIK 2051705 LOS ANGELES, CA

Position in ELV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$447,059

+$110,397 QoQ

Shares Held

1,156

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#999

of 1,597 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Weinberger Asset Management, Inc holds $1,191,452 across 2 Healthcare Plans names. ELV ranks #2 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	1,791	$744,393
2	ELV	Elevance Health, Inc. This page	1,156	$447,059

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$447,059	1,156	+0.5%	Shares	Sole	2026-08-05
2026-03-31	$336,662	1,150	-2.5%	Shares	Sole	2026-05-08
2025-12-31	$413,649	1,180	+1.6%	Shares	Sole	2026-02-09
2025-09-30	$375,142	1,161	-1.9%	Shares	Sole	2025-10-15
2025-06-30	$460,139	1,183	+1.5%	Shares	Sole	2025-07-10
2025-03-31	$506,728	1,165	-0.7%	Shares	Sole	2025-04-08
2024-12-31	$432,719	1,173	-0.4%	Shares	Sole	2025-02-04
2024-09-30	$612,560	1,178	-0.3%	Shares	Sole	2025-02-04
2024-06-30	$640,478	1,182	+3.4%	Shares	Sole	2025-02-04
2024-03-31	$592,691	1,143	+0.5%	Shares	Sole	2025-02-04
2023-12-31	$536,163	1,137	+7.5%	Shares	Sole	2025-02-04
2023-09-30	$460,674	1,058	+0.3%	Shares	Sole	2025-02-04
2023-06-30	$468,725	1,055	+0.8%	Shares	Sole	2025-02-04
2023-03-31	$481,421	1,047	+0.3%	Shares	Sole	2025-02-04
2022-12-31	$535,540	1,044	+0.3%	Shares	Sole	2025-02-04
2022-09-30	$472,863	1,041	+0.3%	Shares	Sole	2025-02-04
2022-06-30	$500,918	1,038	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.