Chicago Partners Investment Group LLC

Position in ELV — Elevance Health, Inc.

CIK 1563525 CHICAGO, IL

Position in ELV

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$945,554

+$407,480 QoQ

Shares Held

2,445

+33.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#773

of 1,597 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Healthcare · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $15,146,072 across 7 Healthcare Plans names. ELV ranks #6 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	69,164	$4,439,637
2	UNH	Unitedhealth Group Inc	7,413	$3,081,065
3	CVS	CVS HEALTH Corp	24,612	$2,546,111
4	MOH	Molina Healthcare, Inc.	8,361	$1,912,160
5	CI	Cigna Group	6,570	$1,811,217
6	ELV	Elevance Health, Inc. This page	2,445	$945,554
7	HUM	Humana Inc	1,033	$410,328

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$945,554	2,445	+33.0%	Shares	Sole	2026-07-30
2026-03-31	$538,074	1,838	+138.7%	Shares	Sole	2026-05-04
2025-12-31	$269,923	770	-9.1%	Shares	Sole	2026-01-28
2025-09-30	$273,682	847	-3.5%	Shares	Sole	2025-10-30
2025-06-30	$341,506	878	+39.6%	Shares	Sole	2025-07-29
2025-03-31	$273,589	629	+18.9%	Shares	Sole	2025-05-09
2024-09-30	$275,080	529	+3.7%	Shares	Sole	2024-10-29
2024-06-30	$276,348	510	+3.0%	Shares	Sole	2024-07-31
2024-03-31	$256,677	495	+0.8%	Shares	Sole	2024-04-25
2023-12-31	$231,535	491	+1.0%	Shares	Sole	2024-02-23
2023-09-30	$211,614	486	—	Shares	Sole	2023-10-26
No filing history on record for this holder in this stock.