Venturi Wealth Management, LLC

Position in ELV — Elevance Health, Inc.

CIK 1666363 AUSTIN, TX

Position in ELV

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

Position Value

$338,775

+$310,002 QoQ

Shares Held

876

+1023.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,096

of 1,597 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Healthcare · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $6,085,816 across 5 Healthcare Plans names. ELV ranks #3 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	10,963	$4,556,551
2	CVS	CVS HEALTH Corp	6,283	$649,975
3	ELV	Elevance Health, Inc. This page	876	$338,775
4	HUM	Humana Inc	763	$303,078
5	CNC	Centene Corp	3,699	$237,437

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,775	876	+1023.1%	Shares	Sole	2026-07-20
2024-12-31	$28,773	78	-58.9%	Shares	Sole	2025-01-31
2024-09-30	$98,800	190	-31.2%	Shares	Sole	2024-11-04
2024-06-30	$149,552	276	+91.7%	Shares	Sole	2024-07-19
2024-03-31	$74,669	144	-2.0%	Shares	Sole	2024-04-23
2023-12-31	$69,318	147	+4.3%	Shares	Sole	2024-01-23
2023-09-30	$61,394	141	-94.1%	Shares	Sole	2023-11-02
2023-06-30	$1,058,742	2,383	+6.1%	Shares	Sole	2023-07-24
2023-03-31	$1,033,192	2,247	-1.5%	Shares	Sole	2023-05-02
2022-12-31	$1,170,596	2,282	—	Shares	Sole	2023-01-31
No filing history on record for this holder in this stock.