YHB Investment Advisors, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1469219 West Hartford, CT

Position in ELV

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,926,302

+$375,606 QoQ

Shares Held

4,981

-6.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#601

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

YHB Investment Advisors, Inc. holds $9,423,547 across 5 Healthcare Plans names. ELV ranks #2 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	11,642	$4,838,764
2	ELV	Elevance Health, Inc. This page	4,981	$1,926,302
3	HUM	Humana Inc	2,781	$1,104,668
4	CI	Cigna Group	3,721	$1,025,805
5	CVS	CVS HEALTH Corp	5,104	$528,008

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,926,302	4,981	-6.0%	Shares	Sole	2026-07-14
2026-03-31	$1,550,696	5,297	-0.9%	Shares	Sole	2026-04-13
2025-12-31	$1,874,390	5,347	-2.2%	Shares	Sole	2026-01-16
2025-09-30	$1,767,466	5,470	0.0%	Shares	Sole	2025-10-08
2025-06-30	$2,127,611	5,470	-1.4%	Shares	Sole	2025-07-10
2025-03-31	$2,411,853	5,545	+1.8%	Shares	Sole	2025-04-23
2024-12-31	$2,009,398	5,447	-3.9%	Shares	Sole	2025-01-22
2024-09-30	$2,948,400	5,670	-6.8%	Shares	Sole	2024-10-22
2024-06-30	$3,297,218	6,085	+0.1%	Shares	Sole	2024-08-01
2024-03-31	$3,151,167	6,077	-7.7%	Shares	Sole	2024-08-15
2023-12-31	$3,104,751	6,584	-13.7%	Shares	Sole	2024-01-29
2023-09-30	$3,321,383	7,628	+12.1%	Shares	Sole	2023-10-23
2023-06-30	$3,023,393	6,805	0.0%	Shares	Sole	2023-08-10
2023-03-31	$3,129,007	6,805	0.0%	Shares	Sole	2023-05-08
2022-12-31	$3,490,760	6,805	-13.3%	Shares	Sole	2023-01-12
2022-09-30	$3,564,421	7,847	-0.1%	Shares	Sole	2022-11-03
2022-06-30	$3,789,218	7,852	-16.4%	Shares	Sole	2022-07-14
2022-03-31	$4,611,082	9,387	-3.1%	Shares	Sole	2022-04-14
2021-12-31	$4,490,311	9,687	0.0%	Shares	Sole	2022-01-18
2021-09-30	$3,611,313	9,687	-0.5%	Shares	Sole	2021-10-28
2021-06-30	$3,717,586	9,737	+14.5%	Shares	Sole	2021-07-15
2021-03-31	$3,052,151	8,503	-5.5%	Shares	Sole	2021-04-22
2020-12-31	$2,889,167	8,998	0.0%	Shares	Sole	2021-01-21
2020-09-30	$2,416,772	8,998	+67.8%	Shares	Sole	2020-11-02
2020-06-30	$1,410,098	5,362	+58.6%	Shares	Sole	2020-07-20
2020-03-31	$767,395	3,380	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.