PERSONAL CFO SOLUTIONS, LLC

Position in ELV — Elevance Health, Inc.

CIK 1677501 CHESTER, NJ

Position in ELV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$211,154

-$5,891 QoQ

Shares Held

546

+9.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,297

of 1,597 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 32% Shared 0% None 68%

Healthcare · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $6,234,801 across 7 Healthcare Plans names. ELV ranks #7 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,943	$2,470,089
2	CVS	CVS HEALTH Corp	10,757	$1,112,811
3	CNC	Centene Corp	15,182	$974,532
4	CI	Cigna Group	3,038	$837,515
5	ALHC	Alignment Healthcare, Inc.	16,195	$385,602
6	HUM	Humana Inc	612	$243,098
7	ELV	Elevance Health, Inc. This page	546	$211,154

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,154	546	+9.4%	Shares	Sole	2026-08-07
2025-03-31	$217,045	499	-27.3%	Shares	Defined	2025-04-30
2024-09-30	$356,720	686	+2.4%	Shares	Defined	2024-11-14
2024-06-30	$363,046	670	+4.0%	Shares	Defined	2024-08-09
2024-03-31	$333,939	644	+35.0%	Shares	Defined	2024-05-13
2023-12-31	$224,934	477	-65.1%	Shares	Defined	2024-02-13
2023-09-30	$594,783	1,366	+4.3%	Shares	Defined	2023-11-13
2023-06-30	$582,019	1,310	+0.5%	Shares	Defined	2023-08-10
2023-03-31	$599,132	1,303	-4.1%	Shares	Defined	2023-05-09
2022-12-31	$697,126	1,359	-15.3%	Shares	Defined	2023-02-14
2022-09-30	$729,055	1,605	-1.8%	Shares	Defined	2022-11-01
2022-06-30	$788,535	1,634	+9.2%	Shares	Defined	2022-08-05
2022-03-31	$734,865	1,496	-0.1%	Shares	Defined	2022-05-02
2021-12-31	$693,919	1,497	—	Shares	Defined	2022-02-11
No filing history on record for this holder in this stock.