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Smith, Salley & Associates

SEC CIK
0001482012
Latest filing
Jul 23, 2026

ELV holding history

Elevance Health, Inc. in every 13F filed by Smith, Salley & Associates, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ELV overviewAll 13F holders of ELVFull Q2 2026 holdings

Shares (Q2 2026)
39,707
Value
$15.4M
% of portfolio
0.7%
Quarters held
13
Since Q2 2023
Holdings of ELV by Smith, Salley & Associates, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,707$15.4M0.7%+193+0.5%AddedHolders
Q1 202639,514$11.6M0.6%+1,419+3.7%AddedHolders
Q4 202538,095$13.4M0.7%−1,757−4.4%ReducedHolders
Q3 202539,852$12.9M0.7%+8,226+26.0%AddedHolders
Q2 202531,626$12.3M0.7%+977+3.2%AddedHolders
Q1 202530,649$13.3M0.9%+944+3.2%AddedHolders
Q4 202429,705$11.0M0.7%−1,380−4.4%ReducedHolders
Q3 202431,085$16.2M1.1%+815+2.7%AddedHolders
Q2 202430,270$16.4M1.2%+1,759+6.2%AddedHolders
Q1 202428,511$14.8M1.1%−3,476−10.9%ReducedHolders
Q4 202331,987$15.1M1.0%+1,556+5.1%AddedHolders
Q3 202330,431$13.2M1.0%+7,080+30.3%AddedHolders
Q2 202323,351$10.4M0.8%+23,351NewHolders