HOWE & RUSLING INC

Position in ELV — Elevance Health, Inc.

CIK 769963 ROCHESTER, NY

Position in ELV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$17,779,524

+$6,452,149 QoQ

Shares Held

45,974

+18.8% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

1.56%

of 13F equity value

Holder Rank

#270

of 1,592 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Healthcare · as of Jun 30, 2026

HOWE & RUSLING INC holds $19,755,153 across 4 Healthcare Plans names. ELV ranks #1 (90.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc. This page	45,974	$17,779,524
2	UNH	Unitedhealth Group Inc	3,565	$1,481,720
3	CVS	CVS HEALTH Corp	2,747	$284,177
4	HUM	Humana Inc	528	$209,732

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,779,524	45,974	+18.8%	Shares	Sole	2026-08-10
2026-03-31	$11,327,375	38,693	+23.3%	Shares	Sole	2026-04-28
2025-12-31	$10,998,155	31,374	+1.6%	Shares	Sole	2026-02-17
2025-09-30	$9,981,176	30,890	+148.7%	Shares	Sole	2025-11-05
2025-06-30	$4,831,271	12,421	+44260.7%	Shares	Sole	2025-08-12
2022-09-30	$12,718	28	+21.7%	Shares	Sole	2022-11-14
2022-06-30	$11,099	23	-42.5%	Shares	Sole	2022-08-15
2022-03-31	$19,648	40	0.0%	Shares	Sole	2022-05-10
2021-12-31	$18,541	40	0.0%	Shares	Sole	2022-02-14
2021-09-30	$14,912	40	0.0%	Shares	Sole	2021-11-15
2021-06-30	$15,272	40	0.0%	Shares	Sole	2021-08-13
2021-03-31	$14,358	40	-21.6%	Shares	Sole	2021-05-13
2020-12-31	$16,375	51	0.0%	Shares	Sole	2021-02-08
2020-09-30	$13,698	51	0.0%	Shares	Sole	2020-11-06
2020-06-30	$13,411	51	+45.7%	Shares	Sole	2020-07-15
2020-03-31	$7,946	35	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.