Principle Wealth Partners LLC

Position in ELV — Elevance Health, Inc.

CIK 1743413 MADISON, CT

Position in ELV

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

Position Value

$988,095

+$240,119 QoQ

Shares Held

2,555

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#760

of 1,592 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Principle Wealth Partners LLC holds $15,945,811 across 4 Healthcare Plans names. ELV ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	26,657	$11,079,448
2	CVS	CVS HEALTH Corp	20,714	$2,142,863
3	CI	Cigna Group	6,295	$1,735,405
4	ELV	Elevance Health, Inc. This page	2,555	$988,095

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$988,095	2,555	0.0%	Shares	Sole	2026-08-07
2026-03-31	$747,976	2,555	+2.2%	Shares	Sole	2026-05-07
2025-12-31	$876,024	2,499	0.0%	Shares	Sole	2026-02-06
2025-09-30	$807,476	2,499	0.0%	Shares	Sole	2025-11-03
2025-06-30	$972,011	2,499	+1.1%	Shares	Sole	2025-07-30
2025-03-31	$1,075,656	2,473	-3.1%	Shares	Sole	2025-05-06
2024-12-31	$941,801	2,553	-0.0%	Shares	Sole	2025-01-29
2024-09-30	$1,328,080	2,554	0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,383,910	2,554	+4.2%	Shares	Sole	2024-08-13
2024-03-31	$1,270,423	2,450	0.0%	Shares	Sole	2024-04-23
2023-12-31	$1,155,322	2,450	0.0%	Shares	Sole	2024-02-05
2023-09-30	$1,066,779	2,450	+0.0%	Shares	Sole	2023-11-01
2023-06-30	$1,088,066	2,449	-7.7%	Shares	Sole	2023-07-31
2023-03-31	$1,220,335	2,654	+6.2%	Shares	Sole	2023-05-10
2022-12-31	$1,282,425	2,500	0.0%	Shares	Sole	2023-02-02
2022-09-30	$1,135,600	2,500	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$1,211,275	2,510	-0.8%	Shares	Sole	2022-08-02
2022-03-31	$1,242,786	2,530	0.0%	Shares	Sole	2022-05-12
2021-12-31	$1,172,756	2,530	+0.4%	Shares	Sole	2022-02-11
2021-09-30	$939,456	2,520	0.0%	Shares	Sole	2021-11-16
2021-06-30	$962,136	2,520	0.0%	Shares	Sole	2021-08-13
2021-03-31	$904,554	2,520	0.0%	Shares	Sole	2021-05-18
2020-12-31	$809,146	2,520	+343.7%	Shares	Sole	2021-02-16
2020-06-30	$149,372	568	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.