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MIDDLETON & CO INC/MA

Position in ELV — Elevance Health, Inc.

CIK 919497 BOSTON, MA

Position in ELV

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$444,739
+$108,077 QoQ
Shares Held
1,150
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,002
of 1,597 holders
Holding Since
Mar 2020
26 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, 2026

MIDDLETON & CO INC/MA holds $1,164,880 across 3 Healthcare Plans names. ELV ranks #1 (38.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ELV
Elevance Health, Inc.
This page
1,150 $444,739

All Filings in ELV

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $444,739 1,150
2026-03-31 $336,662 1,150
2025-12-31 $403,132 1,150
2025-09-30 $492,758 1,525
2025-06-30 $593,164 1,525
2025-03-31 $663,314 1,525
2024-12-31 $562,572 1,525
2024-09-30 $793,000 1,525
2024-06-30 $826,336 1,525
2024-03-31 $790,773 1,525
2023-12-31 $719,129 1,525
2023-09-30 $664,015 1,525
2023-06-30 $699,756 1,575
2023-03-31 $781,677 1,700
2022-12-31 $872,049 1,700
2022-09-30 $545,088 1,200
2022-06-30 $579,096 1,200
2022-03-31 $655,287 1,334
2021-12-31 $648,956 1,400
2021-09-30 $521,920 1,400
2021-06-30 $534,520 1,400
2021-03-31 $430,740 1,200
2020-12-31 $385,308 1,200
2020-09-30 $322,308 1,200
2020-06-30 $315,576 1,200
2020-03-31 $272,448 1,200