MOTCO

Position in ELV — Elevance Health, Inc.

CIK 1306333 SAN ANTONIO, TX

Position in ELV

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

Position Value

$9,668

+$2,935 QoQ

Shares Held

+8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,497

of 1,592 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

MOTCO holds $4,012,824 across 6 Healthcare Plans names. ELV ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	13,716	$3,781,226
2	CVS	CVS HEALTH Corp	1,376	$142,347
3	UNH	Unitedhealth Group Inc	185	$76,891
4	ELV	Elevance Health, Inc. This page	25	$9,668
5	HUM	Humana Inc	5	$1,986
6	CNC	Centene Corp	11	$706

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,668	25	+8.7%	Shares	Sole	2026-07-31
2026-03-31	$6,733	23	-77.0%	Shares	Sole	2026-04-22
2025-12-31	$35,055	100	0.0%	Shares	Sole	2026-02-06
2025-09-30	$32,312	100	+334.8%	Shares	Sole	2025-10-22
2025-06-30	$8,946	23	-81.1%	Shares	Sole	2025-08-01
2025-03-31	$53,065	122	+64.9%	Shares	Sole	2025-05-07
2024-12-31	$27,298	74	-1.3%	Shares	Sole	2025-02-05
2024-09-30	$39,000	75	-11.8%	Shares	Sole	2024-11-05
2024-06-30	$46,058	85	0.0%	Shares	Sole	2024-08-07
2024-03-31	$44,075	85	0.0%	Shares	Sole	2024-05-09
2023-12-31	$40,082	85	-7.6%	Shares	Sole	2024-02-09
2023-09-30	$40,058	92	-16.4%	Shares	Sole	2023-11-07
2023-06-30	$48,871	110	+29.4%	Shares	Sole	2023-08-04
2023-03-31	$39,083	85	-17.5%	Shares	Sole	2023-05-09
2022-12-31	$52,835	103	+21.2%	Shares	Sole	2023-02-10
2022-09-30	$38,610	85	+30.8%	Shares	Sole	2022-11-03
2022-06-30	$31,367	65	-7.1%	Shares	Sole	2022-08-05
2022-03-31	$34,385	70	+118.8%	Shares	Sole	2022-05-06
2021-12-31	$14,833	32	0.0%	Shares	Sole	2022-02-08
2021-09-30	$11,929	32	+77.8%	Shares	Sole	2021-10-29
2021-06-30	$6,872	18	-48.6%	Shares	Sole	2021-08-04
2020-12-31	$11,238	35	+25.0%	Shares	Sole	2021-02-05
2020-09-30	$7,520	28	0.0%	Shares	Sole	2020-11-10
2020-06-30	$7,363	28	0.0%	Shares	Sole	2020-07-15
2020-03-31	$6,357	28	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.