Forvis Mazars Wealth Advisors, LLC
Position in ELV — Elevance Health, Inc.
CIK 1352864
Springfield, MO
Position in ELV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,744,236
+$665,419 QoQ
Shares Held
7,096
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#538
of 1,597 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $5,775,361 across 3 Healthcare Plans names. ELV ranks #1 (47.5% of the industry book) .
All Filings in ELV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,744,236 | 7,096 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,078,817 | 7,101 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,492,059 | 7,109 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,515,812 | 7,786 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,125,682 | 8,036 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,474,895 | 7,989 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,963,004 | 8,032 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,389,320 | 8,441 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,514,777 | 8,332 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,291,437 | 8,276 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,050,700 | 8,590 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $3,974,949 | 9,129 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $4,139,449 | 9,317 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,406,359 | 9,583 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,991,711 | 9,731 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,897,615 | 10,782 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $5,331,543 | 11,048 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,898,321 | 7,936 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,555,351 | 7,670 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,904,484 | 7,791 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,054,781 | 8,001 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $3,140,812 | 8,750 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,090,491 | 9,625 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,461,090 | 9,163 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,437,298 | 9,268 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,303,774 | 10,147 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||