RWA WEALTH PARTNERS, LLC

Position in ELV — Elevance Health, Inc.

CIK 1544576 BOSTON, MA

Position in ELV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,898,844

+$423,384 QoQ

Shares Held

4,910

-2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#600

of 1,592 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Healthcare · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $16,304,228 across 4 Healthcare Plans names. ELV ranks #4 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	57,423	$5,940,409
2	CI	Cigna Group	21,289	$5,868,951
3	UNH	Unitedhealth Group Inc	6,246	$2,596,024
4	ELV	Elevance Health, Inc. This page	4,910	$1,898,844

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,898,844	4,910	-2.6%	Shares	Sole	2026-08-07
2026-03-31	$1,475,460	5,040	-41.5%	Shares	Sole	2026-05-13
2025-12-31	$3,019,637	8,614	-82.0%	Shares	Sole	2026-02-12
2025-09-30	$15,424,779	47,737	+18.5%	Shares	Sole	2025-11-10
2025-06-30	$15,674,698	40,299	-1.8%	Shares	Sole	2025-08-06
2025-03-31	$17,853,802	41,047	-1.4%	Shares	Sole	2025-05-13
2024-12-31	$15,358,413	41,633	-37.7%	Shares	Sole	2025-02-12
2024-09-30	$34,752,120	66,831	-0.0%	Shares	Sole	2024-11-08
2024-06-30	$36,228,217	66,859	-21.0%	Shares	Sole	2024-08-12
2024-03-31	$43,860,705	84,585	-5.2%	Shares	Sole	2024-04-29
2023-12-31	$42,073,054	89,221	+165.9%	Shares	Sole	2024-02-01
2023-09-30	$14,610,953	33,556	+5.2%	Shares	Sole	2023-10-11
2023-06-30	$14,178,182	31,912	-1.4%	Shares	Sole	2023-08-04
2023-03-31	$14,877,612	32,356	+3.2%	Shares	Sole	2023-04-26
2022-12-31	$16,088,278	31,363	+3.4%	Shares	Sole	2023-01-19
2022-09-30	$13,781,641	30,340	+1.6%	Shares	Sole	2022-10-14
2022-06-30	$14,416,112	29,873	+2.8%	Shares	Sole	2022-07-14
2022-03-31	$14,271,414	29,053	+2.6%	Shares	Sole	2022-05-04
2021-12-31	$13,120,036	28,304	+1.2%	Shares	Sole	2022-01-31
2021-09-30	$10,429,825	27,977	+1.5%	Shares	Sole	2021-11-05
2021-06-30	$10,528,135	27,575	+1.7%	Shares	Sole	2021-07-09
2021-03-31	$9,728,621	27,103	+21.0%	Shares	Sole	2021-05-05
2020-12-31	$7,190,489	22,394	+0.8%	Shares	Sole	2021-01-26
2020-09-30	$5,967,532	22,218	+13.0%	Shares	Sole	2020-11-13
2020-06-30	$5,172,290	19,668	-3.9%	Shares	Sole	2020-08-03
2020-03-31	$4,645,919	20,463	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.