BOK Financial Private Wealth, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1317348 DENVER, CO

Position in ELV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,254

-$27,640 QoQ

Shares Held

-86.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,541

of 1,597 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $1,033,717 across 6 Healthcare Plans names. ELV ranks #4 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,062	$857,029
2	CI	Cigna Group	541	$149,142
3	CVS	CVS HEALTH Corp	168	$17,379
4	ELV	Elevance Health, Inc. This page	11	$4,254
5	CNC	Centene Corp	55	$3,530
6	HUM	Humana Inc	6	$2,383

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,254	11	-86.6%	Shares	Sole	2026-08-10
2025-06-30	$31,894	82	+1540.0%	Shares	Sole	2025-08-07
2024-12-31	$1,844	5	-91.8%	Shares	Sole	2025-02-07
2023-12-31	$28,765	61	0.0%	Shares	Sole	2024-01-30
2023-09-30	$26,560	61	0.0%	Shares	Sole	2023-10-13
2023-06-30	$27,101	61	-28.2%	Shares	Sole	2023-08-08
2023-03-31	$39,083	85	+6.2%	Shares	Sole	2023-04-24
2022-12-31	$41,037	80	-27.3%	Shares	Sole	2023-02-02
2022-09-30	$49,966	110	-12.7%	Shares	Sole	2022-11-07
2022-06-30	$60,805	126	-91.6%	Shares	Sole	2022-08-15
2022-03-31	$734,865	1,496	+22.3%	Shares	Sole	2022-05-09
2021-12-31	$566,909	1,223	+12.0%	Shares	Sole	2022-02-15
2021-09-30	$407,097	1,092	+24.0%	Shares	Sole	2021-11-15
2021-06-30	$336,365	881	+23.6%	Shares	Sole	2021-08-03
2021-03-31	$255,931	713	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.