PINNACLE ASSOCIATES LTD

Position in ELV — Elevance Health, Inc.

CIK 743127 NEW YORK, NY

Position in ELV

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,052,292

+$82,997 QoQ

Shares Held

2,721

-17.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#749

of 1,605 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $18,321,413 across 6 Healthcare Plans names. ELV ranks #3 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	21,693	$9,016,261
2	CVS	CVS HEALTH Corp	59,101	$6,113,998
3	ELV	Elevance Health, Inc. This page	2,721	$1,052,292
4	CI	Cigna Group	3,631	$1,000,994
5	CNC	Centene Corp	14,463	$928,379
6	MOH	Molina Healthcare, Inc.	916	$209,489

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,052,292	2,721	-17.8%	Shares	Sole	2026-08-03
2026-03-31	$969,295	3,311	-7.5%	Shares	Sole	2026-04-22
2025-12-31	$1,254,267	3,578	-1.7%	Shares	Sole	2026-02-05
2025-09-30	$1,176,156	3,640	+5.4%	Shares	Sole	2025-11-13
2025-06-30	$1,342,689	3,452	+17.3%	Shares	Sole	2025-08-04
2025-03-31	$1,280,522	2,944	-11.5%	Shares	Sole	2025-05-06
2024-12-31	$1,227,699	3,328	+3.1%	Shares	Sole	2025-02-14
2024-09-30	$1,678,560	3,228	-20.0%	Shares	Sole	2024-10-25
2024-06-30	$2,186,946	4,036	+24.7%	Shares	Sole	2024-07-30
2024-03-31	$1,677,995	3,236	+0.2%	Shares	Sole	2024-04-26
2023-12-31	$1,522,195	3,228	+2.8%	Shares	Sole	2024-01-19
2023-09-30	$1,366,783	3,139	-1.3%	Shares	Sole	2023-10-24
2023-06-30	$1,412,397	3,179	+24.6%	Shares	Sole	2023-07-27
2023-03-31	$1,173,435	2,552	+2.7%	Shares	Sole	2023-05-05
2022-12-31	$1,274,730	2,485	-1.1%	Shares	Sole	2023-02-01
2022-09-30	$1,141,050	2,512	+11.5%	Shares	Sole	2022-11-01
2022-06-30	$1,086,770	2,252	+4.1%	Shares	Sole	2022-08-02
2022-03-31	$1,063,000	2,164	+3.4%	Shares	Sole	2022-05-05
2021-12-31	$970,189	2,093	0.0%	Shares	Sole	2022-02-02
2021-09-30	$780,270	2,093	-21.9%	Shares	Sole	2021-10-19
2021-06-30	$1,023,224	2,680	+10.7%	Shares	Sole	2021-08-02
2021-03-31	$869,017	2,421	-4.7%	Shares	Sole	2021-05-12
2020-12-31	$815,889	2,541	-4.7%	Shares	Sole	2021-01-26
2020-09-30	$716,060	2,666	+4.5%	Shares	Sole	2020-10-23
2020-06-30	$670,861	2,551	-10.8%	Shares	Sole	2020-08-14
2020-03-31	$649,107	2,859	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.