BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in ELV — Elevance Health, Inc.
CIK 911274
CANTON, OH
Position in ELV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$341,095
+$92,906 QoQ
Shares Held
882
+24.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,094
of 1,597 holders
Holding Since
Jun 2020
5 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $3,231,235 across 6 Healthcare Plans names. ELV ranks #5 (10.6% of the industry book) .
All Filings in ELV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,095 | 882 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $248,189 | 708 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $266,574 | 825 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $320,892 | 825 | Shares | Sole | 2025-08-07 | |
| 2020-06-30 | $8,941 | 34 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||