Wealthspire Advisors, LLC

Position in ELV — Elevance Health, Inc.

CIK 1646247 NEW YORK, NY

Position in ELV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$568,493

+$343,954 QoQ

Shares Held

1,470

+91.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#933

of 1,597 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $9,832,915 across 5 Healthcare Plans names. ELV ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	15,639	$6,500,037
2	CVS	CVS HEALTH Corp	19,016	$1,967,205
3	CI	Cigna Group	2,158	$594,917
4	ELV	Elevance Health, Inc. This page	1,470	$568,493
5	OSCR	Oscar Health, Inc.	7,092	$202,263

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$568,493	1,470	+91.7%	Shares	Sole	2026-08-11
2026-03-31	$224,539	767	-73.5%	Shares	Sole	2026-05-01
2025-12-31	$1,013,089	2,890	+206.8%	Shares	Sole	2026-02-13
2025-09-30	$304,379	942	-28.3%	Shares	Sole	2025-11-14
2025-06-30	$510,704	1,313	+118.5%	Shares	Sole	2025-08-11
2025-03-31	$261,410	601	-41.5%	Shares	Sole	2025-05-09
2024-12-31	$379,229	1,028	+22.4%	Shares	Sole	2025-02-04
2024-09-30	$436,800	840	+75.7%	Shares	Sole	2024-11-13
2024-06-30	$259,009	478	-6.3%	Shares	Sole	2024-08-08
2024-03-31	$264,455	510	-30.0%	Shares	Sole	2024-05-06
2023-12-31	$343,767	729	+7.0%	Shares	Sole	2024-02-07
2023-09-30	$296,521	681	-66.6%	Shares	Sole	2023-11-06
2023-06-30	$904,574	2,036	-1.5%	Shares	Sole	2023-08-01
2023-03-31	$950,427	2,067	-16.2%	Shares	Sole	2023-05-09
2022-12-31	$1,264,984	2,466	+457.9%	Shares	Sole	2023-02-14
2022-09-30	$200,774	442	-34.3%	Shares	Sole	2022-11-14
2022-06-30	$324,776	673	-21.4%	Shares	Sole	2022-08-09
2021-12-31	$396,790	856	-26.6%	Shares	Sole	2022-02-14
2021-09-30	$434,684	1,166	-64.0%	Shares	Sole	2021-11-15
2021-03-31	$1,161,562	3,236	+5.6%	Shares	Sole	2021-05-17
2020-12-31	$983,819	3,064	+54.0%	Shares	Sole	2021-02-16
2020-09-30	$534,494	1,990	+26.9%	Shares	Sole	2020-11-16
2020-06-30	$412,352	1,568	-55.2%	Shares	Sole	2020-08-14
2020-03-31	$794,867	3,501	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.