Marquette Asset Management, LLC

Position in ELV — Elevance Health, Inc.

CIK 1395067 MINNEAPOLIS, MN

Position in ELV

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$12,762

+$1,545 QoQ

Shares Held

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,485

of 1,597 holders

Holding Since

Mar 2022

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Marquette Asset Management, LLC holds $77,576 across 5 Healthcare Plans names. ELV ranks #2 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	103	$42,809
2	ELV	Elevance Health, Inc. This page	33	$12,762
3	CVS	CVS HEALTH Corp	90	$9,310
4	HUM	Humana Inc	16	$6,355
5	CI	Cigna Group	23	$6,340

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,762	33	+3.1%	Shares	Sole	2026-07-09
2025-12-31	$11,217	32	+52.4%	Shares	Sole	2026-01-16
2025-09-30	$6,785	21	+2000.0%	Shares	Sole	2025-10-24
2022-06-30	$482	1	0.0%	Shares	Sole	2022-07-15
2022-03-31	$491	1	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.