&PARTNERS

Position in ELV — Elevance Health, Inc.

CIK 107136 NASHVILLE, TN

Position in ELV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,693,522

+$3,139,537 QoQ

Shares Held

17,308

+42.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#403

of 1,592 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

&PARTNERS holds $84,363,067 across 7 Healthcare Plans names. ELV ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	123,068	$51,150,752
2	CVS	CVS HEALTH Corp	170,584	$17,646,914
3	ELV	Elevance Health, Inc. This page	17,308	$6,693,522
4	CI	Cigna Group	21,288	$5,868,675
5	CNC	Centene Corp	22,705	$1,457,433
6	HUM	Humana Inc	2,510	$997,022
7	ALHC	Alignment Healthcare, Inc.	23,047	$548,749

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,693,522	17,308	+42.6%	Shares	Sole	2026-08-14
2026-03-31	$3,553,985	12,140	-0.8%	Shares	Sole	2026-05-15
2025-12-31	$4,289,329	12,236	+21.5%	Shares	Sole	2026-02-17
2025-09-30	$3,253,818	10,070	-1.5%	Shares	Sole	2025-11-14
2025-06-30	$3,976,727	10,224	+26.9%	Shares	Sole	2025-08-14
2025-03-31	$3,505,342	8,059	+31.0%	Shares	Sole	2025-05-15
2024-12-31	$2,269,841	6,153	-1.8%	Shares	Sole	2025-02-14
2024-09-30	$3,259,360	6,268	+65.8%	Shares	Sole	2024-11-14
2024-06-30	$2,048,230	3,780	+217.9%	Shares	Sole	2024-07-24
2024-03-31	$616,544	1,189	+125.2%	Shares	Sole	2024-04-11
2023-12-31	$248,983	528	-8.3%	Shares	Sole	2024-01-09
2023-09-30	$250,801	576	0.0%	Shares	Sole	2023-10-06
2023-06-30	$255,911	576	+11.0%	Shares	Sole	2023-07-05
2023-03-31	$238,641	519	+0.2%	Shares	Sole	2023-04-06
2022-12-31	$265,718	518	+957.1%	Shares	Sole	2023-01-10
2022-09-30	$22,257	49	—	Shares	Sole	2022-10-11
No filing history on record for this holder in this stock.