EVERMAY WEALTH MANAGEMENT LLC

Position in ELV — Elevance Health, Inc.

CIK 1066816 ARLINGTON, VA

Position in ELV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$441,645

+$107,325 QoQ

Shares Held

1,142

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,004

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $893,631 across 4 Healthcare Plans names. ELV ranks #1 (49.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc. This page	1,142	$441,645
2	UNH	Unitedhealth Group Inc	980	$407,317
3	CI	Cigna Group	111	$30,600
4	CVS	CVS HEALTH Corp	136	$14,069

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$441,645	1,142	0.0%	Shares	Sole	2026-07-27
2026-03-31	$334,320	1,142	-6.0%	Shares	Sole	2026-05-12
2025-12-31	$425,918	1,215	-5.6%	Shares	Sole	2026-01-22
2025-09-30	$415,855	1,287	+4.0%	Shares	Sole	2025-11-05
2025-06-30	$481,143	1,237	-4.5%	Shares	Sole	2025-07-30
2025-03-31	$563,273	1,295	-22.3%	Shares	Sole	2025-05-07
2024-12-31	$614,956	1,667	+5.6%	Shares	Sole	2025-01-24
2024-09-30	$820,560	1,578	-0.7%	Shares	Sole	2024-10-25
2024-06-30	$861,015	1,589	-4.0%	Shares	Sole	2024-08-01
2024-03-31	$858,702	1,656	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$781,846	1,658	-0.1%	Shares	Sole	2024-02-12
2023-09-30	$722,797	1,660	+2.5%	Shares	Sole	2023-11-14
2023-06-30	$719,749	1,620	+3.8%	Shares	Sole	2023-08-10
2023-03-31	$717,763	1,561	+6.2%	Shares	Sole	2023-05-15
2022-12-31	$754,065	1,470	+1.0%	Shares	Sole	2023-01-19
2022-09-30	$661,373	1,456	+2.2%	Shares	Sole	2022-11-14
2022-06-30	$687,676	1,425	0.0%	Shares	Sole	2022-08-15
2022-03-31	$699,988	1,425	-0.7%	Shares	Sole	2022-05-16
2021-12-31	$665,179	1,435	0.0%	Shares	Sole	2022-02-14
2021-09-30	$534,968	1,435	-3.4%	Shares	Sole	2021-11-12
2021-06-30	$566,973	1,485	0.0%	Shares	Sole	2021-08-13
2021-03-31	$533,040	1,485	+5.1%	Shares	Sole	2021-05-10
2020-12-31	$453,700	1,413	-9.6%	Shares	Sole	2021-02-16
2020-09-30	$419,806	1,563	-6.0%	Shares	Sole	2020-11-05
2020-06-30	$437,335	1,663	-9.5%	Shares	Sole	2020-07-20
2020-03-31	$417,299	1,838	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.