Allworth Financial LP

Position in ELV — Elevance Health, Inc.

CIK 1555170 FOLSOM, CA

Position in ELV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$774,233

+$323,691 QoQ

Shares Held

2,002

+30.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#828

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

Allworth Financial LP holds $54,218,684 across 10 Healthcare Plans names. ELV ranks #6 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	88,309	$36,703,869
2	CI	Cigna Group	32,481	$8,954,362
3	CVS	CVS HEALTH Corp	33,215	$3,436,091
4	CNC	Centene Corp	38,574	$2,476,065
5	MOH	Molina Healthcare, Inc.	4,115	$941,100
6	ELV	Elevance Health, Inc. This page	2,002	$774,233
7	HUM	Humana Inc	1,759	$698,709
8	ALHC	Alignment Healthcare, Inc.	6,507	$154,931

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$774,233	2,002	+30.1%	Shares	Sole	2026-08-11
2026-03-31	$450,542	1,539	-11.7%	Shares	Sole	2026-05-15
2025-12-31	$610,658	1,742	-40.1%	Shares	Sole	2026-02-05
2025-09-30	$939,956	2,909	-7.0%	Shares	Sole	2025-12-02
2025-06-30	$1,216,666	3,128	-19.9%	Shares	Sole	2025-08-07
2025-03-31	$1,698,518	3,905	+45.3%	Shares	Sole	2025-04-30
2024-12-31	$991,603	2,688	+103.9%	Shares	Sole	2025-01-30
2024-09-30	$685,360	1,318	+0.8%	Shares	Sole	2024-10-23
2024-06-30	$708,211	1,307	+5.8%	Shares	Sole	2024-07-24
2024-03-31	$640,396	1,235	+48.6%	Shares	Sole	2024-04-25
2023-12-31	$391,866	831	-0.4%	Shares	Sole	2024-01-24
2023-09-30	$363,140	834	-4.6%	Shares	Sole	2023-10-31
2023-06-30	$388,309	874	+11.5%	Shares	Sole	2023-07-18
2023-03-31	$360,491	784	+36.8%	Shares	Sole	2023-04-18
2022-12-31	$293,931	573	+15.1%	Shares	Sole	2023-01-13
2022-09-30	$226,211	498	+60.6%	Shares	Sole	2022-11-14
2022-06-30	$149,599	310	+8.8%	Shares	Sole	2022-07-13
2022-03-31	$139,997	285	+209.8%	Shares	Sole	2022-04-22
2021-12-31	$42,645	92	+35.3%	Shares	Sole	2022-01-21
2021-09-30	$25,350	68	+3.0%	Shares	Sole	2021-11-02
2021-06-30	$25,198	66	-83.9%	Shares	Sole	2021-08-02
2021-03-31	$147,169	410	0.0%	Shares	Sole	2021-04-29
2020-12-31	$131,646	410	+19.2%	Shares	Sole	2021-01-26
2020-09-30	$92,394	344	0.0%	Shares	Sole	2020-11-03
2020-06-30	$90,465	344	0.0%	Shares	Sole	2020-07-24
2020-03-31	$78,101	344	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.