Sowell Financial Services LLC

Position in ELV — Elevance Health, Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in ELV

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

Position Value

$1,022,127

+$281,177 QoQ

Shares Held

2,643

+4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#749

of 1,594 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Sowell Financial Services LLC holds $9,963,873 across 6 Healthcare Plans names. ELV ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	35,982	$3,722,337
2	UNH	Unitedhealth Group Inc	5,883	$2,445,151
3	CI	Cigna Group	7,470	$2,059,329
4	ELV	Elevance Health, Inc. This page	2,643	$1,022,127
5	HUM	Humana Inc	939	$372,989
6	CNC	Centene Corp	5,327	$341,940

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,022,127	2,643	+4.4%	Shares	Sole	2026-07-20
2026-03-31	$740,950	2,531	-10.7%	Shares	Sole	2026-04-20
2025-12-31	$993,809	2,835	+142.1%	Shares	Sole	2026-01-21
2025-09-30	$378,373	1,171	-19.0%	Shares	Sole	2025-10-17
2025-06-30	$562,047	1,445	-5.8%	Shares	Sole	2025-07-14
2025-03-31	$667,228	1,534	+9.7%	Shares	Sole	2025-04-17
2023-03-31	$642,814	1,398	-9.1%	Shares	Sole	2023-05-12
2021-03-31	$552,065	1,538	+60.7%	Shares	Sole	2021-05-07
2020-12-31	$307,283	957	-33.8%	Shares	Sole	2021-01-13
2020-09-30	$388,381	1,446	+56.2%	Shares	Sole	2020-11-12
2020-06-30	$243,519	926	+42.9%	Shares	Sole	2020-08-13
2020-03-31	$147,121	648	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.