Aptus Capital Advisors, LLC

Position in ELV — Elevance Health, Inc.

CIK 1664193 FAIRHOPE, AL

Position in ELV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$8,824,405

+$5,975,948 QoQ

Shares Held

22,818

+134.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#371

of 1,597 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Healthcare · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $50,005,336 across 6 Healthcare Plans names. ELV ranks #2 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	71,068	$29,537,992
2	ELV	Elevance Health, Inc. This page	22,818	$8,824,405
3	CVS	CVS HEALTH Corp	69,219	$7,160,705
4	CI	Cigna Group	13,525	$3,728,572
5	CNC	Centene Corp	7,824	$502,222
6	HUM	Humana Inc	633	$251,440

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,824,405	22,818	+134.5%	Shares	Sole	2026-08-12
2026-03-31	$2,848,457	9,730	-70.2%	Shares	Sole	2026-05-11
2025-12-31	$11,438,095	32,629	+2.5%	Shares	Sole	2026-02-13
2025-09-30	$10,281,677	31,820	-44.1%	Shares	Sole	2025-11-12
2025-06-30	$22,127,156	56,888	+30.3%	Shares	Sole	2025-08-11
2025-03-31	$18,992,528	43,665	+1101.9%	Shares	Sole	2025-05-13
2024-12-31	$1,340,213	3,633	-88.4%	Shares	Sole	2025-02-14
2024-09-30	$16,272,360	31,293	+1133.5%	Shares	Sole	2024-11-05
2024-06-30	$1,374,698	2,537	+4.6%	Shares	Sole	2024-07-31
2024-03-31	$1,257,977	2,426	-86.3%	Shares	Sole	2024-05-15
2023-12-31	$8,374,433	17,759	-0.1%	Shares	Sole	2024-02-13
2023-09-30	$7,737,848	17,771	-23.7%	Shares	Other	2023-11-08
2023-06-30	$10,347,958	23,291	-22.9%	Shares	Sole	2023-08-11
2023-03-31	$13,894,538	30,218	-4.6%	Shares	Sole	2023-05-09
2022-12-31	$16,250,375	31,679	+6.4%	Shares	Sole	2023-02-13
2022-09-30	$13,529,084	29,784	+13.7%	Shares	Sole	2022-11-02
2022-06-30	$12,643,596	26,200	+46.1%	Shares	Sole	2022-07-29
2022-03-31	$8,806,592	17,928	+36.5%	Shares	Sole	2022-05-04
2021-12-31	$6,088,134	13,134	+16.8%	Shares	Sole	2022-02-02
2021-09-30	$4,192,508	11,246	+26.2%	Shares	Sole	2021-10-27
2021-06-30	$3,401,456	8,909	+15.6%	Shares	Sole	2021-07-27
2021-03-31	$2,767,504	7,710	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.