KELLEHER FINANCIAL ADVISORS

Position in ELV — Elevance Health, Inc.

CIK 1507971 NEW YORK, NY

Position in ELV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$7,347

-$398,253 QoQ

Shares Held

-97.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,507

of 1,592 holders

Holding Since

Jun 2024

3 quarters on record

Healthcare · as of Jun 30, 2026

KELLEHER FINANCIAL ADVISORS holds $2,339,629 across 5 Healthcare Plans names. ELV ranks #3 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,495	$2,283,885
2	CVS	CVS HEALTH Corp	372	$38,483
3	ELV	Elevance Health, Inc. This page	19	$7,347
4	CI	Cigna Group	23	$6,340
5	HUM	Humana Inc	9	$3,574

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,347	19	-97.6%	Shares	Sole	2026-08-06
2024-09-30	$405,600	780	0.0%	Shares	Sole	2024-11-08
2024-06-30	$422,650	780	—	Shares	Sole	2024-07-29
No filing history on record for this holder in this stock.