Wealthquest Corp

Position in ELV — Elevance Health, Inc.

CIK 1632968 CINCINNATI, OH

Position in ELV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$413,801

+$98,802 QoQ

Shares Held

1,070

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,031

of 1,597 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Wealthquest Corp holds $1,131,642 across 3 Healthcare Plans names. ELV ranks #2 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,019	$423,526
2	ELV	Elevance Health, Inc. This page	1,070	$413,801
3	CVS	CVS HEALTH Corp	2,845	$294,315

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$413,801	1,070	-0.6%	Shares	Sole	2026-07-23
2026-03-31	$314,999	1,076	0.0%	Shares	Sole	2026-05-07
2025-12-31	$377,191	1,076	+15.1%	Shares	Sole	2026-02-09
2025-06-30	$363,677	935	-1.1%	Shares	Sole	2025-08-13
2025-03-31	$411,037	945	+67.3%	Shares	Sole	2025-05-08
2023-09-30	$246,012	565	+0.9%	Shares	Sole	2023-11-15
2023-06-30	$248,802	560	0.0%	Shares	Sole	2023-08-14
2023-03-31	$257,493	560	0.0%	Shares	Sole	2023-05-04
2022-12-31	$287,263	560	-0.9%	Shares	Sole	2023-02-10
2022-09-30	$256,645	565	+0.9%	Shares	Sole	2022-11-08
2022-06-30	$270,244	560	0.0%	Shares	Sole	2022-08-12
2022-03-31	$275,083	560	0.0%	Shares	Sole	2022-08-18
2021-12-31	$259,582	560	0.0%	Shares	Sole	2022-02-14
2021-09-30	$208,768	560	-27.5%	Shares	Sole	2021-11-15
2021-06-30	$294,749	772	0.0%	Shares	Sole	2021-08-10
2021-03-31	$277,109	772	0.0%	Shares	Sole	2021-05-13
2020-12-31	$247,881	772	0.0%	Shares	Sole	2021-02-09
2020-09-30	$207,351	772	0.0%	Shares	Sole	2020-11-12
2020-06-30	$203,020	772	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.