Modera Wealth Management, LLC

Position in ELV — Elevance Health, Inc.

CIK 1542143 WESTWOOD, NJ

Position in ELV

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$11,647,920

+$2,694,747 QoQ

Shares Held

30,119

-1.5% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#337

of 1,605 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Modera Wealth Management, LLC holds $20,135,074 across 5 Healthcare Plans names. ELV ranks #1 (57.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc. This page	30,119	$11,647,920
2	UNH	Unitedhealth Group Inc	9,699	$4,031,195
3	CVS	CVS HEALTH Corp	37,057	$3,833,546
4	CI	Cigna Group	1,167	$321,718
5	HUM	Humana Inc	757	$300,695

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,647,920	30,119	-1.5%	Shares	Sole	2026-08-03
2026-03-31	$8,953,173	30,583	-2.4%	Shares	Sole	2026-05-06
2025-12-31	$10,978,875	31,319	-9.8%	Shares	Sole	2026-01-21
2025-09-30	$11,223,573	34,735	-0.8%	Shares	Sole	2025-10-31
2025-06-30	$13,613,211	34,999	+47.2%	Shares	Sole	2025-08-06
2025-03-31	$10,342,913	23,779	-0.6%	Shares	Sole	2025-05-08
2024-12-31	$8,829,252	23,934	+0.3%	Shares	Sole	2025-02-06
2024-09-30	$12,409,800	23,865	-0.3%	Shares	Sole	2024-10-24
2024-06-30	$12,974,295	23,944	-0.6%	Shares	Sole	2024-07-29
2024-03-31	$12,491,110	24,089	+1.6%	Shares	Sole	2024-05-14
2023-12-31	$11,180,216	23,709	+6.0%	Shares	Sole	2024-02-14
2023-09-30	$9,741,216	22,372	+2.0%	Shares	Sole	2023-11-30
2023-06-30	$9,744,612	21,933	+2211.2%	Shares	Sole	2023-08-07
2021-12-31	$439,899	949	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.