Valeo Financial Advisors, LLC

Position in ELV — Elevance Health, Inc.

CIK 1722641 CARMEL, IN

Back to ELV Full portfolio

Position in ELV

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,806,029

+$552,767 QoQ

Shares Held

4,670

+9.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#615

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in ELV Over Time

Shares Held

Position Value (USD)

Derivatives in ELV

reported options exposure · as of Jun 30, 2021

CallValue

CallShares

PutValue

$114,540

PutShares

300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $12,710,978 across 6 Healthcare Plans names. ELV ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	16,110	$6,695,799
2	CVS	CVS HEALTH Corp	24,477	$2,532,145
3	ELV	Elevance Health, Inc. This page	4,670	$1,806,029
4	CI	Cigna Group	3,314	$913,603
5	CNC	Centene Corp	7,524	$482,965
6	HUM	Humana Inc	706	$280,437

All Filings in ELV

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,806,029	4,670	+9.1%	Shares	Sole	2026-07-08
2026-03-31	$1,253,262	4,281	+10.2%	Shares	Sole	2026-05-08
2025-12-31	$1,361,886	3,885	+12.0%	Shares	Sole	2026-02-04
2025-09-30	$1,121,226	3,470	-4.2%	Shares	Sole	2025-11-03
2025-06-30	$1,409,202	3,623	-12.0%	Shares	Sole	2025-09-12
2025-03-31	$1,790,295	4,116	+33.3%	Shares	Sole	2025-04-30
2024-12-31	$1,138,794	3,087	-22.3%	Shares	Sole	2025-01-30
2024-09-30	$2,065,960	3,973	-15.3%	Shares	Sole	2024-10-10
2024-06-30	$2,541,323	4,690	-3.0%	Shares	Sole	2024-07-10
2024-03-31	$2,507,140	4,835	-4.7%	Shares	Sole	2024-04-25
2023-12-31	$2,393,167	5,075	+0.0%	Shares	Sole	2024-01-29
2023-09-30	$2,209,321	5,074	-5.5%	Shares	Sole	2023-10-20
2023-06-30	$2,384,948	5,368	+3.6%	Shares	Sole	2023-07-14
2023-03-31	$2,381,355	5,179	-18.0%	Shares	Sole	2023-04-17
2022-12-31	$3,239,405	6,315	+12.9%	Shares	Sole	2023-02-09
2022-09-30	$2,541,018	5,594	+24.8%	Shares	Sole	2022-10-31
2022-06-30	$2,163,888	4,484	-2.6%	Shares	Sole	2022-08-03
2022-03-31	$2,262,559	4,606	+1.1%	Shares	Sole	2022-04-28
2021-12-31	$2,112,815	4,558	-2.9%	Shares	Sole	2022-01-07
2021-09-30	$1,749,177	4,692	+5.4%	Shares	Sole	2021-11-02
2021-06-30	$114,540	300	—	Put	Sole	2021-07-22
2021-06-30	$1,699,010	4,450	-0.5%	Shares	Sole	2021-07-22
2021-03-31	$1,605,942	4,474	-4.5%	Shares	Sole	2021-04-12
2020-12-31	$1,503,985	4,684	-2.0%	Shares	Sole	2021-02-11
2020-09-30	$1,283,591	4,779	-4.2%	Shares	Sole	2020-10-28
2020-06-30	$1,311,481	4,987	-16.7%	Shares	Sole	2020-07-20
2020-03-31	$1,359,515	5,988	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.