Abacus Planning Group, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1602730 COLUMBIA, SC

Position in ELV

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$442,419

+$207,200 QoQ

Shares Held

1,144

+70.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,003

of 1,597 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Abacus Planning Group, Inc. holds $2,258,057 across 4 Healthcare Plans names. ELV ranks #4 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,946	$808,815
2	CVS	CVS HEALTH Corp	5,013	$518,594
3	CI	Cigna Group	1,771	$488,229
4	ELV	Elevance Health, Inc. This page	1,144	$442,419

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$442,419	1,144	+70.5%	Shares	Sole	2026-07-20
2025-12-31	$235,219	671	+6.8%	Shares	Sole	2026-01-16
2025-09-30	$202,919	628	-35.9%	Shares	Sole	2025-10-22
2025-06-30	$380,791	979	+14.6%	Shares	Sole	2025-07-21
2025-03-31	$371,455	854	+55.0%	Shares	Sole	2025-04-14
2024-12-31	$203,263	551	-34.6%	Shares	Sole	2025-02-03
2024-09-30	$437,840	842	+6.0%	Shares	Sole	2024-10-02
2024-06-30	$430,236	794	-1.1%	Shares	Sole	2024-07-31
2024-03-31	$416,387	803	+2.9%	Shares	Sole	2024-04-12
2023-12-31	$367,816	780	-14.2%	Shares	Sole	2024-01-19
2023-09-30	$395,796	909	+19.1%	Shares	Sole	2023-10-11
2023-06-30	$338,993	763	+61.3%	Shares	Sole	2023-07-07
2023-03-31	$217,490	473	0.0%	Shares	Sole	2023-04-18
2022-12-31	$242,634	473	0.0%	Shares	Sole	2023-01-19
2022-09-30	$214,855	473	0.0%	Shares	Sole	2022-10-19
2022-06-30	$228,260	473	0.0%	Shares	Sole	2022-07-18
2022-03-31	$232,347	473	0.0%	Shares	Sole	2022-04-13
2021-12-31	$219,254	473	—	Shares	Sole	2022-01-18
No filing history on record for this holder in this stock.