Coastal Bridge Advisors, LLC

Position in ELV — Elevance Health, Inc.

CIK 1665976 WESTPORT, CT

Position in ELV

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,714,760

+$417,000 QoQ

Shares Held

4,434

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#628

of 1,597 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Coastal Bridge Advisors, LLC holds $3,315,094 across 3 Healthcare Plans names. ELV ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc. This page	4,434	$1,714,760
2	UNH	Unitedhealth Group Inc	2,128	$884,460
3	CVS	CVS HEALTH Corp	6,920	$715,874

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,714,760	4,434	+0.0%	Shares	Sole	2026-08-17
2026-03-31	$1,297,760	4,433	+3.3%	Shares	Sole	2026-05-14
2025-12-31	$1,504,911	4,293	-0.9%	Shares	Sole	2026-02-18
2025-09-30	$1,399,109	4,330	-9.1%	Shares	Sole	2025-11-03
2025-06-30	$1,853,005	4,764	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.