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SVB WEALTH LLC

Position in ELV — Elevance Health, Inc.

CIK 1626116 BOSTON, MA

Position in ELV

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$2,876,495
+$259,898 QoQ
Shares Held
7,438
-16.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#534
of 1,597 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 85% Shared 0% None 15%

Common Shares in ELV Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

SVB WEALTH LLC holds $5,181,397 across 3 Healthcare Plans names. ELV ranks #1 (55.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ELV
Elevance Health, Inc.
This page
7,438 $2,876,495

All Filings in ELV

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,876,495 7,438
2026-03-31 $2,616,597 8,938
2025-12-31 $5,854,182 16,700
2025-09-30 $5,411,935 16,749
2025-06-30 $8,115,647 20,865
2025-03-31 $11,365,938 26,131
2024-12-31 $11,109,054 30,114
2024-06-30 $17,950,737 33,128
2024-03-31 $18,353,722 35,395
2023-12-31 $18,020,665 38,215
2023-09-30 $20,692,029 47,522
2023-06-30 $22,933,361 51,618
2023-03-31 $32,366,485 70,391
2022-12-31 $44,195,442 86,156
2022-09-30 $38,941,540 85,729
2022-06-30 $41,811,212 86,641
2022-03-31 $43,626,229 88,812
2021-12-31 $44,425,209 95,839
2021-09-30 $36,386,398 97,603
2021-06-30 $37,251,461 97,568
2021-03-31 $35,562,971 99,075
2020-12-31 $30,851,931 96,085
2020-09-30 $25,483,818 94,880
2020-06-30 $24,225,980 92,121
2020-03-31 $18,284,439 80,534