AE Wealth Management LLC

Position in ELV — Elevance Health, Inc.

CIK 1697723 TOPEKA, KS

Position in ELV

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,522,150

+$749,009 QoQ

Shares Held

3,936

+49.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#660

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

AE Wealth Management LLC holds $118,442,274 across 6 Healthcare Plans names. ELV ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	194,452	$80,820,046
2	CVS	CVS HEALTH Corp	270,721	$28,006,052
3	CI	Cigna Group	24,173	$6,663,985
4	ELV	Elevance Health, Inc. This page	3,936	$1,522,150
5	CNC	Centene Corp	14,469	$928,744
6	MOH	Molina Healthcare, Inc.	2,192	$501,297

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,522,150	3,936	+49.0%	Shares	Other	2026-08-03
2026-03-31	$773,141	2,641	-13.6%	Shares	Other	2026-05-13
2025-12-31	$1,071,969	3,058	+18.1%	Shares	Other	2026-01-26
2025-09-30	$836,871	2,590	-13.9%	Shares	Other	2025-11-03
2025-06-30	$1,169,982	3,008	-16.3%	Shares	Other	2025-08-06
2025-03-31	$1,563,674	3,595	+6.7%	Shares	Other	2025-05-06
2024-12-31	$1,243,187	3,370	-14.8%	Shares	Other	2025-02-13
2024-09-30	$2,057,120	3,956	-24.0%	Shares	Other	2024-11-14
2024-06-30	$2,820,377	5,205	+13.9%	Shares	Other	2024-08-12
2024-03-31	$2,368,687	4,568	-71.5%	Shares	Other	2024-05-15
2023-12-31	$7,565,708	16,044	-16.3%	Shares	Other	2024-02-14
2023-09-30	$8,349,613	19,176	+4.9%	Shares	Other	2023-10-11
2023-06-30	$8,123,842	18,285	+9.1%	Shares	Other	2023-07-10
2023-03-31	$7,705,036	16,757	+25.1%	Shares	Sole	2023-04-14
2022-12-31	$6,871,233	13,395	+6.2%	Shares	Sole	2023-01-31
2022-09-30	$5,727,512	12,609	-18.3%	Shares	Sole	2022-10-25
2022-06-30	$7,445,244	15,428	+68.5%	Shares	Sole	2022-08-03
2022-03-31	$4,498,101	9,157	+6.6%	Shares	Sole	2022-04-18
2021-12-31	$3,980,417	8,587	+15.9%	Shares	Sole	2022-01-20
2021-09-30	$2,762,820	7,411	-3.2%	Shares	Sole	2021-11-01
2021-06-30	$2,924,206	7,659	+0.3%	Shares	Sole	2021-07-21
2021-03-31	$2,739,865	7,633	+13.8%	Shares	Sole	2021-04-27
2020-12-31	$2,154,513	6,710	-60.2%	Shares	Sole	2021-02-01
2020-09-30	$4,528,964	16,862	+122.2%	Shares	Sole	2020-11-06
2020-06-30	$1,995,755	7,589	+38.5%	Shares	Sole	2020-08-05
2020-03-31	$1,244,406	5,481	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.