Position in ELV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$969,145
+$279,426 QoQ
Shares Held
2,506
+6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#764
of 1,592 holders
Holding Since
Mar 2020
26 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, 2026SEARLE & CO. holds $4,027,127 across 2 Healthcare Plans names. ELV ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
29,560 | $3,057,982 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
2,506 | $969,145 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,145 | 2,506 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $689,719 | 2,356 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $913,533 | 2,606 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $842,050 | 2,606 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,013,629 | 2,606 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,133,505 | 2,606 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,042,511 | 2,826 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,469,520 | 2,826 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,531,296 | 2,826 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,439,985 | 2,777 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,315,652 | 2,790 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,247,478 | 2,865 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,272,890 | 2,865 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,282,869 | 2,790 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $1,687,671 | 3,290 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,494,449 | 3,290 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,587,688 | 3,290 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,616,113 | 3,290 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,525,046 | 3,290 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,226,512 | 3,290 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,256,122 | 3,290 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,180,945 | 3,290 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,056,386 | 3,290 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $883,661 | 3,290 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $878,353 | 3,340 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $758,313 | 3,340 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||