Dynamic Advisor Solutions LLC

Position in ELV — Elevance Health, Inc.

CIK 1599747 PHOENIX, AZ

Position in ELV

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,381,096

+$199,523 QoQ

Shares Held

6,157

-17.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#552

of 1,592 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $11,526,835 across 4 Healthcare Plans names. ELV ranks #3 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	11,769	$4,891,549
2	CVS	CVS HEALTH Corp	36,441	$3,769,821
3	ELV	Elevance Health, Inc. This page	6,157	$2,381,096
4	CI	Cigna Group	1,757	$484,369

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,381,096	6,157	-17.4%	Shares	Sole	2026-07-07
2026-03-31	$2,181,573	7,452	+20.8%	Shares	Sole	2026-04-08
2025-12-31	$2,162,893	6,170	+1.9%	Shares	Sole	2026-01-09
2025-09-30	$1,956,491	6,055	-24.6%	Shares	Sole	2025-10-09
2025-06-30	$3,124,904	8,034	+11.3%	Shares	Sole	2025-07-09
2025-03-31	$3,139,106	7,217	-4.7%	Shares	Sole	2025-04-17
2024-12-31	$2,792,941	7,571	+22.5%	Shares	Sole	2025-01-21
2024-09-30	$3,212,560	6,178	-0.9%	Shares	Sole	2024-10-07
2024-06-30	$3,377,955	6,234	+1.1%	Shares	Sole	2024-07-15
2024-03-31	$3,198,873	6,169	+38.6%	Shares	Sole	2024-04-12
2023-12-31	$2,098,442	4,450	+8.0%	Shares	Sole	2024-01-10
2023-09-30	$1,794,801	4,122	+113.5%	Shares	Sole	2023-10-11
2023-06-30	$857,923	1,931	+13.7%	Shares	Sole	2023-08-03
2023-03-31	$780,757	1,698	-4.0%	Shares	Sole	2023-04-11
2022-12-31	$906,930	1,768	+9.8%	Shares	Sole	2023-01-13
2022-09-30	$731,326	1,610	+12.5%	Shares	Sole	2022-10-20
2022-06-30	$690,571	1,431	-6.7%	Shares	Sole	2022-07-27
2022-03-31	$753,040	1,533	+5.2%	Shares	Sole	2022-04-11
2021-12-31	$675,377	1,457	-2.0%	Shares	Sole	2022-01-26
2021-09-30	$553,980	1,486	+101.9%	Shares	Sole	2021-10-28
2021-06-30	$281,004	736	+3.7%	Shares	Sole	2021-08-10
2021-03-31	$254,854	710	+6.6%	Shares	Sole	2021-04-27
2020-12-31	$213,845	666	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.