Sigma Planning Corp

Position in ELV — Elevance Health, Inc.

CIK 1449126 ANN ARBOR, MI

Position in ELV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$860,474

+$405,834 QoQ

Shares Held

2,225

+43.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#796

of 1,596 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Sigma Planning Corp holds $7,966,078 across 4 Healthcare Plans names. ELV ranks #3 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	12,723	$5,288,060
2	CVS	CVS HEALTH Corp	15,568	$1,610,509
3	ELV	Elevance Health, Inc. This page	2,225	$860,474
4	CI	Cigna Group	751	$207,035

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$860,474	2,225	+43.3%	Shares	Sole	2026-08-07
2026-03-31	$454,640	1,553	-1.2%	Shares	Sole	2026-05-04
2025-12-31	$551,064	1,572	-5.4%	Shares	Sole	2026-01-30
2025-09-30	$537,025	1,662	-12.3%	Shares	Sole	2025-11-10
2025-06-30	$737,079	1,895	-13.6%	Shares	Sole	2025-08-05
2025-03-31	$954,302	2,194	+8.6%	Shares	Sole	2025-05-02
2024-12-31	$745,178	2,020	-15.3%	Shares	Sole	2025-02-03
2024-09-30	$1,240,200	2,385	+4.8%	Shares	Sole	2024-11-04
2024-06-30	$1,233,273	2,276	+1.7%	Shares	Sole	2024-08-06
2024-03-31	$1,159,973	2,237	+239.5%	Shares	Sole	2024-05-02
2023-12-31	$310,758	659	-41.2%	Shares	Sole	2024-02-01
2023-09-30	$487,670	1,120	-42.6%	Shares	Sole	2023-11-06
2023-06-30	$866,365	1,950	-17.0%	Shares	Sole	2023-08-02
2023-03-31	$1,079,633	2,348	+34.4%	Shares	Sole	2023-05-08
2022-12-31	$896,158	1,747	-17.4%	Shares	Sole	2023-01-24
2022-09-30	$960,263	2,114	-3.2%	Shares	Sole	2022-11-10
2022-06-30	$1,053,472	2,183	+3.0%	Shares	Sole	2022-08-11
2022-03-31	$1,041,386	2,120	-7.8%	Shares	Sole	2022-04-20
2021-12-31	$1,066,142	2,300	-0.6%	Shares	Sole	2022-02-02
2021-09-30	$863,032	2,315	-4.4%	Shares	Sole	2021-10-28
2021-06-30	$924,337	2,421	+26.6%	Shares	Sole	2021-08-13
2021-03-31	$686,312	1,912	+13.1%	Shares	Sole	2021-05-06
2020-12-31	$542,963	1,691	-20.4%	Shares	Sole	2021-02-09
2020-09-30	$570,485	2,124	-8.7%	Shares	Sole	2020-11-03
2020-06-30	$611,954	2,327	+33.7%	Shares	Sole	2020-07-31
2020-03-31	$395,276	1,741	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.