Atria Investments, Inc

Position in ELV — Elevance Health, Inc.

CIK 1535865 Charlotte, NC

Position in ELV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$11,933,714

+$6,760,236 QoQ

Shares Held

30,858

+74.6% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#330

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Atria Investments, Inc holds $57,693,295 across 8 Healthcare Plans names. ELV ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	71,840	$29,858,859
2	ELV	Elevance Health, Inc. This page	30,858	$11,933,714
3	CVS	CVS HEALTH Corp	75,699	$7,831,061
4	CI	Cigna Group	17,229	$4,749,690
5	CNC	Centene Corp	27,986	$1,796,421
6	HUM	Humana Inc	2,164	$859,584
7	ALHC	Alignment Healthcare, Inc.	18,204	$433,437
8	MOH	Molina Healthcare, Inc.	1,008	$230,529

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,933,714	30,858	+74.6%	Shares	Sole	2026-07-28
2026-03-31	$5,173,478	17,672	+2.1%	Shares	Sole	2026-05-05
2025-12-31	$6,069,072	17,313	-7.3%	Shares	Sole	2026-02-05
2025-09-30	$6,033,619	18,673	-3.1%	Shares	Sole	2025-11-06
2025-06-30	$7,497,592	19,276	+23.8%	Shares	Sole	2025-08-04
2025-03-31	$6,773,632	15,573	+6.3%	Shares	Sole	2025-05-06
2024-12-31	$5,404,753	14,651	-25.1%	Shares	Sole	2025-02-06
2024-09-30	$10,164,960	19,548	-6.8%	Shares	Sole	2024-11-01
2024-06-30	$11,362,262	20,969	+5.4%	Shares	Sole	2024-08-13
2024-03-31	$10,317,908	19,898	+4.0%	Shares	Sole	2024-05-21
2023-12-31	$9,022,357	19,133	-2.9%	Shares	Sole	2024-02-14
2023-09-30	$8,578,209	19,701	+8.2%	Shares	Sole	2023-11-07
2023-06-30	$8,089,188	18,207	-3.3%	Shares	Sole	2023-08-04
2023-03-31	$8,653,624	18,820	+1.4%	Shares	Sole	2023-05-10
2022-12-31	$9,517,645	18,554	+4.7%	Shares	Sole	2023-01-31
2022-09-30	$8,045,953	17,713	+5.7%	Shares	Sole	2022-11-01
2022-06-30	$8,087,075	16,758	+0.9%	Shares	Sole	2022-08-11
2022-03-31	$8,161,620	16,615	+11.8%	Shares	Sole	2022-05-02
2021-12-31	$6,887,277	14,858	+2.6%	Shares	Sole	2022-02-04
2021-09-30	$5,399,635	14,484	+2.3%	Shares	Sole	2021-11-16
2021-06-30	$5,403,233	14,152	+4.1%	Shares	Sole	2021-08-10
2021-03-31	$4,878,848	13,592	+17.0%	Shares	Sole	2021-05-11
2020-12-31	$3,731,065	11,620	+7.1%	Shares	Sole	2021-02-12
2020-09-30	$2,913,127	10,846	+7.2%	Shares	Sole	2020-11-05
2020-06-30	$2,661,357	10,120	+19.5%	Shares	Sole	2020-09-22
2020-03-31	$1,923,028	8,470	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.