Plante Moran Financial Advisors, LLC
Position in ELV — Elevance Health, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in ELV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$21,270
+$5,462 QoQ
Shares Held
55
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,456
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, 2026Plante Moran Financial Advisors, LLC holds $389,307 across 9 Healthcare Plans names. ELV ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
623 | $258,937 | |
| 2 | CVS |
CVS HEALTH Corp
|
642 | $66,414 | |
| 3 | CI |
Cigna Group
|
138 | $38,043 | |
| 4 | ELV |
Elevance Health, Inc.
This page
|
55 | $21,270 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
12 | $2,744 | |
| 6 | ALHC |
Alignment Healthcare, Inc.
|
33 | $785 | |
| 7 | PGNY |
Progyny, Inc.
|
16 | $461 | |
| 8 | HUM |
Humana Inc
|
1 | $397 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,270 | 55 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $15,808 | 54 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $18,929 | 54 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,448 | 54 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $21,781 | 56 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $23,487 | 54 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $19,920 | 54 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $253,240 | 487 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $56,353 | 104 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $43,557 | 84 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $39,611 | 84 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $36,575 | 84 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $37,320 | 84 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $38,624 | 84 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $47,706 | 93 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $66,319 | 146 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $70,456 | 146 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $78,595 | 160 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $96,416 | 208 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $80,524 | 216 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $77,887 | 204 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $68,200 | 190 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $43,668 | 136 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $28,470 | 106 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $19,986 | 76 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $12,714 | 56 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||