Circle Wealth Management, LLC

Position in ELV — Elevance Health, Inc.

CIK 1578242 SUMMIT, NJ

Position in ELV

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

Position Value

$360,045

+$90,715 QoQ

Shares Held

931

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,080

of 1,605 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Circle Wealth Management, LLC holds $3,804,686 across 4 Healthcare Plans names. ELV ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,629	$2,339,581
2	HUM	Humana Inc	2,096	$832,573
3	ELV	Elevance Health, Inc. This page	931	$360,045
4	CVS	CVS HEALTH Corp	2,634	$272,487

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$360,045	931	+1.2%	Shares	Sole	2026-08-12
2026-03-31	$269,330	920	-3.3%	Shares	Sole	2026-05-12
2025-12-31	$333,373	951	+3.1%	Shares	Sole	2026-02-13
2025-09-30	$297,916	922	+6.0%	Shares	Sole	2025-11-14
2025-06-30	$338,395	870	-0.1%	Shares	Sole	2025-08-14
2025-03-31	$378,850	871	-1.6%	Shares	Sole	2025-05-14
2024-09-30	$460,200	885	0.0%	Shares	Sole	2024-11-14
2024-06-30	$479,546	885	-25.9%	Shares	Sole	2024-08-13
2024-03-31	$619,136	1,194	+1.6%	Shares	Sole	2024-05-14
2023-12-31	$554,083	1,175	+12.8%	Shares	Sole	2024-02-15
2023-09-30	$453,707	1,042	+47.2%	Shares	Sole	2023-11-15
2023-06-30	$314,557	708	-0.4%	Shares	Sole	2023-08-11
2023-03-31	$326,924	711	0.0%	Shares	Sole	2023-05-09
2022-12-31	$364,721	711	-14.0%	Shares	Sole	2023-02-13
2022-09-30	$375,656	827	-3.3%	Shares	Sole	2022-11-14
2022-06-30	$412,605	855	-32.9%	Shares	Sole	2022-08-12
2022-03-31	$626,305	1,275	+0.6%	Shares	Sole	2022-05-16
2021-12-31	$587,768	1,268	0.0%	Shares	Sole	2022-02-14
2021-09-30	$472,710	1,268	0.0%	Shares	Sole	2021-11-12
2021-06-30	$484,122	1,268	+9.3%	Shares	Sole	2021-08-16
2021-03-31	$416,382	1,160	-0.1%	Shares	Sole	2021-05-17
2020-12-31	$372,785	1,161	0.0%	Shares	Sole	2021-02-18
2020-09-30	$311,832	1,161	+27.7%	Shares	Sole	2020-11-16
2020-06-30	$239,048	909	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.