HARBOR INVESTMENT ADVISORY, LLC

Position in ELV — Elevance Health, Inc.

CIK 1468792 LUTHERVILLE, MD

Position in ELV

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

Position Value

$70,384

+$17,104 QoQ

Shares Held

182

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,380

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

HARBOR INVESTMENT ADVISORY, LLC holds $7,216,598 across 6 Healthcare Plans names. ELV ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	14,748	$6,129,711
2	CI	Cigna Group	3,252	$896,511
3	CVS	CVS HEALTH Corp	935	$96,725
4	ELV	Elevance Health, Inc. This page	182	$70,384
5	MOH	Molina Healthcare, Inc.	100	$22,870
6	HUM	Humana Inc	1	$397

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,384	182	0.0%	Shares	Sole	2026-07-07
2026-03-31	$53,280	182	-62.9%	Shares	Sole	2026-04-23
2025-12-31	$172,120	491	+72.3%	Shares	Sole	2026-01-07
2025-09-30	$92,089	285	-16.2%	Shares	Sole	2025-10-27
2025-06-30	$132,246	340	-2.6%	Shares	Sole	2025-07-01
2025-03-31	$151,801	349	-76.9%	Shares	Sole	2025-04-09
2024-12-31	$557,039	1,510	-20.4%	Shares	Sole	2025-01-16
2024-09-30	$986,440	1,897	-1.7%	Shares	Sole	2024-10-04
2024-06-30	$1,045,789	1,930	-0.8%	Shares	Sole	2024-07-19
2024-03-31	$1,009,078	1,946	-3.0%	Shares	Sole	2024-04-12
2023-12-31	$945,949	2,006	-6.8%	Shares	Sole	2024-01-26
2023-09-30	$937,023	2,152	+6.5%	Shares	Sole	2023-10-13
2023-06-30	$897,465	2,020	+6.4%	Shares	Sole	2023-07-14
2023-03-31	$872,719	1,898	+25.2%	Shares	Sole	2023-04-21
2022-12-31	$777,662	1,516	-9.4%	Shares	Sole	2023-01-24
2022-09-30	$760,397	1,674	+3.2%	Shares	Sole	2022-11-01
2022-06-30	$782,744	1,622	-0.1%	Shares	Sole	2022-07-18
2022-03-31	$797,741	1,624	-1.3%	Shares	Sole	2022-04-20
2021-12-31	$762,523	1,645	+8.2%	Shares	Sole	2022-01-10
2021-09-30	$567,028	1,521	+1.5%	Shares	Sole	2021-10-12
2021-06-30	$571,936	1,498	+0.9%	Shares	Sole	2021-07-27
2021-03-31	$532,681	1,484	+10.1%	Shares	Sole	2021-04-16
2020-12-31	$432,829	1,348	0.0%	Shares	Sole	2021-02-04
2020-09-30	$362,059	1,348	-3.0%	Shares	Sole	2020-10-23
2020-06-30	$365,279	1,389	+26.4%	Shares	Sole	2020-07-16
2020-03-31	$249,516	1,099	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.