D.A. DAVIDSON & CO.

Position in ELV — Elevance Health, Inc.

CIK 1080107 GREAT FALLS, MT

Position in ELV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,632,000

+$320,188 QoQ

Shares Held

4,220

-5.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#637

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $64,245,072 across 5 Healthcare Plans names. ELV ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	85,018	$35,336,031
2	CVS	CVS HEALTH Corp	209,787	$21,702,465
3	CI	Cigna Group	18,593	$5,125,718
4	ELV	Elevance Health, Inc. This page	4,220	$1,632,000
5	HUM	Humana Inc	1,130	$448,858

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,632,000	4,220	-5.8%	Shares	Sole	2026-07-24
2026-03-31	$1,311,812	4,481	-20.3%	Shares	Sole	2026-05-05
2025-12-31	$1,970,091	5,620	+4.3%	Shares	Sole	2026-01-29
2025-09-30	$1,741,293	5,389	+11.0%	Shares	Sole	2025-10-22
2025-06-30	$1,889,178	4,857	-11.2%	Shares	Sole	2025-07-30
2025-03-31	$2,378,796	5,469	-0.9%	Shares	Sole	2025-04-28
2024-12-31	$2,034,852	5,516	-4.9%	Shares	Sole	2025-01-31
2024-09-30	$3,014,960	5,798	-2.1%	Shares	Sole	2024-11-13
2024-06-30	$3,207,811	5,920	-5.0%	Shares	Sole	2024-08-01
2024-03-31	$3,232,578	6,234	+10.2%	Shares	Sole	2024-05-13
2023-12-31	$2,667,614	5,657	+1.2%	Shares	Sole	2024-02-09
2023-09-30	$2,433,126	5,588	-1.1%	Shares	Sole	2023-11-08
2023-06-30	$2,510,682	5,651	-6.5%	Shares	Sole	2023-08-11
2023-03-31	$2,778,631	6,043	+20.0%	Shares	Sole	2023-04-25
2022-12-31	$2,583,316	5,036	-3.5%	Shares	Sole	2023-02-03
2022-09-30	$2,369,315	5,216	+0.9%	Shares	Sole	2022-11-07
2022-06-30	$2,493,973	5,168	-16.7%	Shares	Sole	2022-07-28
2022-03-31	$3,049,002	6,207	+0.5%	Shares	Sole	2022-05-12
2021-12-31	$2,863,286	6,177	-5.7%	Shares	Sole	2022-01-31
2021-09-30	$2,440,721	6,547	+2.9%	Shares	Sole	2021-11-15
2021-06-30	$2,428,629	6,361	-4.7%	Shares	Sole	2021-08-10
2021-03-31	$2,394,914	6,672	+6.0%	Shares	Sole	2021-05-07
2020-12-31	$2,020,940	6,294	+1.5%	Shares	Sole	2021-02-10
2020-09-30	$1,665,258	6,200	-0.4%	Shares	Sole	2020-11-02
2020-06-30	$1,636,261	6,222	-4.1%	Shares	Sole	2020-08-10
2020-03-31	$1,473,262	6,489	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.