EP Wealth Advisors, LLC

Position in ELV — Elevance Health, Inc.

CIK 1540569 TORRANCE, CA

Position in ELV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,309,551

+$1,027,306 QoQ

Shares Held

5,972

+36.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#566

of 1,597 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Healthcare · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $25,878,625 across 7 Healthcare Plans names. ELV ranks #4 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	24,815	$10,313,858
2	CVS	CVS HEALTH Corp	74,542	$7,711,369
3	CI	Cigna Group	11,765	$3,243,375
4	ELV	Elevance Health, Inc. This page	5,972	$2,309,551
5	CNC	Centene Corp	25,982	$1,667,784
6	PGNY	Progyny, Inc.	12,356	$356,223
7	HUM	Humana Inc	696	$276,465

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,309,551	5,972	+36.3%	Shares	Sole	2026-08-12
2026-03-31	$1,282,245	4,380	-17.9%	Shares	Sole	2026-05-14
2025-12-31	$1,870,184	5,335	+14.3%	Shares	Sole	2026-02-18
2025-06-30	$1,815,276	4,667	+33.0%	Shares	Sole	2025-08-14
2025-03-31	$1,525,839	3,508	+59.4%	Shares	Sole	2025-05-15
2024-12-31	$811,948	2,201	+7.8%	Shares	Sole	2025-02-14
2024-09-30	$1,061,840	2,042	+8.5%	Shares	Sole	2024-11-15
2024-06-30	$1,019,780	1,882	+18.1%	Shares	Sole	2024-08-19
2024-03-31	$826,034	1,593	-40.5%	Shares	Sole	2024-05-14
2023-12-31	$1,262,366	2,677	+11.9%	Shares	Sole	2024-02-28
2023-09-30	$1,041,960	2,393	-71.3%	Shares	Sole	2023-11-24
2023-06-30	$3,708,932	8,348	-44.3%	Shares	Sole	2023-08-14
2023-03-31	$727,280	14,986	+780.0%	Shares	Sole	2023-06-05
2022-12-31	$873,587	1,703	-21.9%	Shares	Sole	2023-06-12
2022-06-30	$1,052,506	2,181	+36.9%	Shares	Sole	2022-08-11
2022-03-31	$782,513	1,593	—	Shares	Sole	2022-05-20
No filing history on record for this holder in this stock.