JOHNSON INVESTMENT COUNSEL INC

Position in ELV — Elevance Health, Inc.

CIK 821197 Cincinnati, OH

Position in ELV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,083,617

-$12,146 QoQ

Shares Held

2,802

-25.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#736

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Healthcare · as of Jun 30, 2026

JOHNSON INVESTMENT COUNSEL INC holds $13,970,591 across 5 Healthcare Plans names. ELV ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	19,673	$8,176,688
2	CVS	CVS HEALTH Corp	23,851	$2,467,385
3	CI	Cigna Group	4,953	$1,365,443
4	ELV	Elevance Health, Inc. This page	2,802	$1,083,617
5	HUM	Humana Inc	2,209	$877,458

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,083,617	2,802	-25.1%	Shares	Sole	2026-07-23
2026-03-31	$1,095,763	3,743	-17.7%	Shares	Sole	2026-05-04
2025-12-31	$1,594,301	4,548	-2.3%	Shares	Sole	2026-02-13
2025-09-30	$1,504,123	4,655	-13.4%	Shares	Sole	2025-11-06
2025-06-30	$2,091,048	5,376	-4.2%	Shares	Sole	2025-07-25
2025-03-31	$2,440,560	5,611	+2.3%	Shares	Sole	2025-04-21
2024-12-31	$2,023,416	5,485	-6.5%	Shares	Sole	2025-02-07
2024-09-30	$3,050,320	5,866	-18.6%	Shares	Sole	2024-11-04
2024-06-30	$3,905,726	7,208	+25.8%	Shares	Sole	2024-08-08
2024-03-31	$2,970,197	5,728	+19.6%	Shares	Sole	2024-05-09
2023-12-31	$2,259,243	4,791	+14.5%	Shares	Sole	2024-02-07
2023-09-30	$1,821,797	4,184	-0.4%	Shares	Sole	2023-11-13
2023-06-30	$1,866,018	4,200	-5.5%	Shares	Sole	2023-08-10
2023-03-31	$2,043,855	4,445	-3.2%	Shares	Sole	2023-05-15
2022-12-31	$2,356,584	4,594	+4.9%	Shares	Sole	2023-02-14
2022-09-30	$1,989,571	4,380	+7.7%	Shares	Sole	2022-11-14
2022-06-30	$1,961,687	4,065	+19.4%	Shares	Sole	2022-08-15
2022-03-31	$1,672,604	3,405	-0.1%	Shares	Sole	2022-05-11
2021-12-31	$1,580,671	3,410	+3.7%	Shares	Sole	2022-02-15
2021-09-30	$1,225,393	3,287	-12.8%	Shares	Sole	2021-11-12
2021-06-30	$1,439,004	3,769	-21.0%	Shares	Sole	2021-08-13
2021-03-31	$1,713,268	4,773	-13.2%	Shares	Sole	2021-05-14
2020-12-31	$1,765,352	5,498	-0.1%	Shares	Sole	2021-02-12
2020-09-30	$1,478,319	5,504	+0.8%	Shares	Sole	2020-11-16
2020-06-30	$1,435,870	5,460	-4.3%	Shares	Sole	2020-08-13
2020-03-31	$1,295,717	5,707	—	Shares	Sole	2020-05-20
No filing history on record for this holder in this stock.