MISSION WEALTH MANAGEMENT, LP

Position in ELV — Elevance Health, Inc.

CIK 1645382 Santa Barbara, CA

Position in ELV

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

Position Value

$2,915,944

+$2,132,253 QoQ

Shares Held

7,540

+181.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#530

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

MISSION WEALTH MANAGEMENT, LP holds $14,700,990 across 7 Healthcare Plans names. ELV ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	18,946	$7,874,525
2	ELV	Elevance Health, Inc. This page	7,540	$2,915,944
3	CNC	Centene Corp	21,663	$1,390,547
4	CVS	CVS HEALTH Corp	7,342	$759,529
5	CI	Cigna Group	2,583	$712,081
6	MOH	Molina Healthcare, Inc.	2,604	$595,534
7	HUM	Humana Inc	1,140	$452,830

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,915,944	7,540	+181.7%	Shares	Sole	2026-07-20
2026-03-31	$783,691	2,677	-1.4%	Shares	Sole	2026-05-15
2025-12-31	$951,743	2,715	-5.6%	Shares	Sole	2026-02-05
2025-09-30	$929,293	2,876	-12.3%	Shares	Sole	2025-11-04
2025-06-30	$1,276,177	3,281	+2.2%	Shares	Sole	2025-08-05
2025-03-31	$1,396,221	3,210	+2.3%	Shares	Sole	2025-04-17
2024-12-31	$1,157,608	3,138	+47.9%	Shares	Sole	2025-02-06
2024-09-30	$1,102,920	2,121	+0.3%	Shares	Sole	2024-10-31
2024-06-30	$1,145,492	2,114	-2.8%	Shares	Sole	2024-08-05
2024-03-31	$1,128,342	2,176	+8.6%	Shares	Sole	2024-04-30
2023-12-31	$944,534	2,003	+1.5%	Shares	Sole	2024-02-05
2023-09-30	$859,519	1,974	-1.9%	Shares	Sole	2023-10-24
2023-06-30	$893,911	2,012	+1.9%	Shares	Sole	2023-08-04
2023-03-31	$908,124	1,975	-0.6%	Shares	Sole	2023-04-07
2022-12-31	$1,018,758	1,986	+103.3%	Shares	Sole	2023-02-02
2022-09-30	$443,792	977	+1.1%	Shares	Sole	2022-10-12
2022-06-30	$466,172	966	-12.8%	Shares	Sole	2022-07-27
2022-03-31	$544,271	1,108	+0.1%	Shares	Sole	2022-04-25
2021-12-31	$513,138	1,107	-2.2%	Shares	Sole	2022-02-11
2021-09-30	$422,009	1,132	+1.1%	Shares	Sole	2021-11-05
2021-06-30	$427,616	1,120	-0.1%	Shares	Sole	2021-08-10
2021-03-31	$402,382	1,121	+0.1%	Shares	Sole	2021-05-10
2020-12-31	$359,620	1,120	-6.2%	Shares	Sole	2021-01-19
2020-09-30	$320,696	1,194	-0.4%	Shares	Sole	2020-10-16
2020-06-30	$315,313	1,199	+1.1%	Shares	Sole	2020-08-03
2020-03-31	$269,269	1,186	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.