Capital Analysts, LLC

Position in ELV — Elevance Health, Inc.

CIK 1624758 FORT WASHINGTON, PA

Position in ELV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$287,340

+$69,827 QoQ

Shares Held

743

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,155

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Capital Analysts, LLC holds $4,269,262 across 4 Healthcare Plans names. ELV ranks #2 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	8,656	$3,597,692
2	ELV	Elevance Health, Inc. This page	743	$287,340
3	CI	Cigna Group	1,014	$279,539
4	CVS	CVS HEALTH Corp	1,012	$104,691

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,340	743	0.0%	Shares	Defined	2026-08-05
2026-03-31	$217,513	743	-3.8%	Shares	Defined	2026-05-14
2025-12-31	$270,624	772	0.0%	Shares	Defined	2026-05-15
2025-09-30	$249,448	772	+33.6%	Shares	Defined	2025-11-14
2025-06-30	$224,818	578	+0.2%	Shares	Defined	2025-08-13
2025-03-31	$250,971	577	+6.5%	Shares	Defined	2025-05-14
2024-12-31	$199,943	542	-97.5%	Shares	Defined	2025-02-14
2024-09-30	$11,238,760	21,613	+0.0%	Shares	Defined	2024-11-13
2024-06-30	$11,705,801	21,603	+3.1%	Shares	Defined	2024-08-14
2024-03-31	$10,862,894	20,949	+0.4%	Shares	Defined	2024-05-14
2023-12-31	$9,839,570	20,866	+1.2%	Shares	Defined	2024-01-30
2023-09-30	$8,974,877	20,612	+7.1%	Shares	Defined	2023-11-13
2023-06-30	$8,550,361	19,245	+4.6%	Shares	Defined	2023-08-11
2023-03-31	$8,457,745	18,394	+0.6%	Shares	Defined	2023-05-05
2022-12-31	$9,380,168	18,286	+0.5%	Shares	Defined	2023-02-08
2022-09-30	$8,268,075	18,202	+8.2%	Shares	Defined	2022-11-14
2022-06-30	$8,115,547	16,817	+1.5%	Shares	Defined	2022-08-12
2022-03-31	$8,140,989	16,573	+3.0%	Shares	Defined	2022-05-12
2021-12-31	$7,459,285	16,092	+2.3%	Shares	Defined	2022-02-10
2021-09-30	$5,864,143	15,730	+1.9%	Shares	Defined	2021-11-04
2021-06-30	$5,891,937	15,432	+4.1%	Shares	Defined	2021-11-15
2021-03-31	$5,318,921	14,818	-0.1%	Shares	Defined	2021-05-17
2020-12-31	$4,760,801	14,827	+2.5%	Shares	Sole	2021-02-16
2020-09-30	$3,884,885	14,464	+0.0%	Shares	Sole	2020-11-12
2020-06-30	$3,803,479	14,463	-3.7%	Shares	Sole	2020-08-07
2020-03-31	$3,411,048	15,024	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.