EXENCIAL WEALTH ADVISORS, LLC

Position in ELV — Elevance Health, Inc.

CIK 1576151 OKLAHOMA CITY, OK

Position in ELV

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$536,903

-$145,267 QoQ

Shares Held

1,834

-5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

6 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Healthcare · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $12,759,293 across 5 Healthcare Plans names. ELV ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	24,425	$6,609,160
2	CVS	CVS HEALTH Corp	38,212	$2,744,385
3	CI	Cigna Group	6,559	$1,749,613
4	HUM	Humana Inc	6,455	$1,119,232
5	ELV	Elevance Health, Inc. This page	1,834	$536,903

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$536,903	1,834	-5.8%	Shares	Sole	2026-04-28
2025-12-31	$682,170	1,946	+314.9%	Shares	Sole	2026-01-30
2025-03-31	$203,996	469	-33.2%	Shares	Sole	2025-05-09
2021-12-31	$325,405	702	+0.7%	Shares	Sole	2022-02-10
2021-09-30	$259,841	697	-33.6%	Shares	Sole	2021-11-04
2021-06-30	$400,890	1,050	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.