Brookstone Capital Management

Position in ELV — Elevance Health, Inc.

CIK 1599584 WHEATON, IL

Position in ELV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,485,043

+$542,388 QoQ

Shares Held

3,840

+19.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#668

of 1,605 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Brookstone Capital Management holds $12,577,128 across 4 Healthcare Plans names. ELV ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	18,312	$7,611,016
2	CVS	CVS HEALTH Corp	29,402	$3,041,636
3	ELV	Elevance Health, Inc. This page	3,840	$1,485,043
4	CI	Cigna Group	1,594	$439,433

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,485,043	3,840	+19.3%	Shares	Sole	2026-07-15
2026-03-31	$942,655	3,220	+17.3%	Shares	Sole	2026-04-16
2025-12-31	$961,909	2,744	+34.5%	Shares	Sole	2026-01-15
2025-09-30	$659,164	2,040	-80.2%	Shares	Sole	2025-10-15
2025-06-30	$4,005,899	10,299	+5.2%	Shares	Sole	2025-07-30
2025-03-31	$4,259,563	9,793	+696.2%	Shares	Sole	2025-04-29
2024-12-31	$453,747	1,230	-12.1%	Shares	Sole	2025-01-13
2024-09-30	$727,480	1,399	+7.5%	Shares	Sole	2024-10-08
2024-06-30	$705,501	1,302	-4.0%	Shares	Sole	2024-07-18
2024-03-31	$703,140	1,356	-15.7%	Shares	Sole	2024-04-15
2023-12-31	$758,268	1,608	+6.8%	Shares	Sole	2024-01-11
2023-09-30	$655,742	1,506	+10.7%	Shares	Sole	2023-10-20
2023-06-30	$604,234	1,360	-2.8%	Shares	Sole	2023-07-11
2023-03-31	$643,274	1,399	-8.0%	Shares	Sole	2023-04-19
2022-12-31	$780,227	1,521	-8.4%	Shares	Sole	2023-01-09
2022-09-30	$754,492	1,661	-26.5%	Shares	Sole	2022-10-14
2022-06-30	$1,090,148	2,259	-29.2%	Shares	Sole	2022-07-11
2022-03-31	$1,567,974	3,192	-4.3%	Shares	Sole	2022-04-12
2021-12-31	$1,546,369	3,336	-6.9%	Shares	Sole	2022-01-11
2021-09-30	$1,335,742	3,583	-17.8%	Shares	Sole	2021-11-03
2021-06-30	$1,664,266	4,359	+48.5%	Shares	Sole	2021-07-14
2021-03-31	$1,053,877	2,936	+29.7%	Shares	Sole	2021-04-16
2020-12-31	$726,947	2,264	-0.1%	Shares	Sole	2021-01-13
2020-09-30	$608,624	2,266	+1.7%	Shares	Sole	2020-10-13
2020-06-30	$585,919	2,228	+28.9%	Shares	Sole	2020-07-21
2020-03-31	$392,552	1,729	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.