Focus Partners Wealth

Position in ELV — Elevance Health, Inc.

CIK 1542153 ST LOUIS, MO

Position in ELV

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

Position Value

$20,327,688

-$765,535 QoQ

Shares Held

52,563

-27.0% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#252

of 1,597 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 63% Shared 0% None 37%

Healthcare · as of Jun 30, 2026

Focus Partners Wealth holds $196,436,939 across 8 Healthcare Plans names. ELV ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	223,546	$92,912,423
2	CVS	CVS HEALTH Corp	371,576	$38,439,537
3	ELV	Elevance Health, Inc. This page	52,563	$20,327,688
4	CNC	Centene Corp	281,266	$18,054,464
5	CI	Cigna Group	49,098	$13,535,336
6	MOH	Molina Healthcare, Inc.	32,286	$7,383,808
7	HUM	Humana Inc	8,100	$3,217,482
8	OSCR	Oscar Health, Inc.	89,979	$2,566,201

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,327,688	52,563	-27.0%	Shares	Sole	2026-08-12
2026-03-31	$21,093,223	72,052	+31.1%	Shares	Sole	2026-05-15
2025-12-31	$19,259,567	54,941	+49.6%	Shares	Sole	2026-02-13
2025-09-30	$11,864,320	36,718	+63.6%	Shares	Sole	2025-11-14
2025-06-30	$8,727,873	22,439	-0.0%	Shares	Sole	2025-08-14
2025-03-31	$9,763,112	22,446	+4.6%	Shares	Sole	2025-05-20
2024-12-31	$7,918,069	21,464	-4.3%	Shares	Sole	2025-05-20
2024-09-30	$11,661,000	22,425	+11.7%	Shares	Sole	2024-11-14
2024-06-30	$10,874,588	20,069	+6.6%	Shares	Sole	2024-08-15
2024-03-31	$9,762,034	18,826	+10.2%	Shares	Sole	2024-05-16
2023-12-31	$8,058,488	17,089	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.