EADS & HEALD WEALTH MANAGEMENT

Position in ELV — Elevance Health, Inc.

CIK 1035912 ATLANTA, GA

Position in ELV

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$560,758

+$127,488 QoQ

Shares Held

1,450

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#937

of 1,597 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

EADS & HEALD WEALTH MANAGEMENT holds $3,289,776 across 4 Healthcare Plans names. ELV ranks #4 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	3,940	$1,086,179
2	CVS	CVS HEALTH Corp	9,175	$949,153
3	UNH	Unitedhealth Group Inc	1,669	$693,686
4	ELV	Elevance Health, Inc. This page	1,450	$560,758

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$560,758	1,450	-2.0%	Shares	Sole	2026-07-31
2026-03-31	$433,270	1,480	-1.9%	Shares	Sole	2026-04-29
2025-12-31	$528,629	1,508	+22.5%	Shares	Sole	2026-01-29
2025-09-30	$397,760	1,231	+46.4%	Shares	Sole	2025-10-22
2025-06-30	$327,115	841	—	Shares	Sole	2025-07-22
No filing history on record for this holder in this stock.