Position in ELV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$34,726,420
+$8,288,753 QoQ
Shares Held
89,795
-0.6% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#186
of 1,597 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026ZWJ INVESTMENT COUNSEL INC holds $36,648,293 across 2 Healthcare Plans names. ELV ranks #1 (94.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
89,795 | $34,726,420 | |
| 2 | UNH |
Unitedhealth Group Inc
|
4,624 | $1,921,873 |
All Filings in ELV
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,726,420 | 89,795 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $26,437,667 | 90,308 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $34,668,693 | 98,898 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $30,691,876 | 94,986 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $48,281,993 | 124,131 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $53,427,006 | 122,832 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $43,429,121 | 117,726 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $56,712,240 | 109,062 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $58,157,291 | 107,329 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $54,490,257 | 105,084 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $48,385,356 | 102,607 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $44,566,107 | 102,352 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $43,747,243 | 95,142 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $53,652,558 | 104,592 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $48,457,868 | 106,679 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $51,584,906 | 106,894 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $53,835,255 | 109,595 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $54,785,792 | 118,190 | Shares | Sole | 2022-03-31 | |
| 2021-06-30 | $45,780,110 | 119,906 | Shares | Sole | 2022-03-31 | |
| 2021-03-31 | $43,476,382 | 121,121 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $40,149,093 | 125,040 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $32,991,178 | 122,831 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $32,976,377 | 125,395 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $27,057,037 | 119,173 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||