ELEVATION POINT WEALTH PARTNERS, LLC

Position in ELV — Elevance Health, Inc.

CIK 1744349 DENVER, CO

Position in ELV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,266,540

+$312,175 QoQ

Shares Held

3,275

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#698

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

ELEVATION POINT WEALTH PARTNERS, LLC holds $18,026,059 across 5 Healthcare Plans names. ELV ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	31,341	$13,026,259
2	CVS	CVS HEALTH Corp	18,719	$1,936,480
3	ELV	Elevance Health, Inc. This page	3,275	$1,266,540
4	MOH	Molina Healthcare, Inc.	4,544	$1,039,212
5	CI	Cigna Group	2,748	$757,568

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,266,540	3,275	+0.5%	Shares	Sole	2026-08-12
2026-03-31	$954,365	3,260	+25.4%	Shares	Sole	2026-04-27
2025-12-31	$911,079	2,599	+14.1%	Shares	Sole	2026-02-12
2025-09-30	$735,744	2,277	-45.3%	Shares	Sole	2025-11-14
2025-06-30	$1,620,407	4,166	-21.0%	Shares	Sole	2026-02-03
2025-03-31	$2,294,414	5,275	+28.2%	Shares	Sole	2026-02-03
2024-12-31	$1,518,023	4,115	+2.6%	Shares	Sole	2026-02-03
2024-09-30	$2,085,200	4,010	+0.9%	Shares	Sole	2026-02-03
2024-06-30	$2,153,893	3,975	+3.8%	Shares	Sole	2026-02-03
2024-03-31	$1,986,008	3,830	+6.8%	Shares	Sole	2026-02-03
2023-12-31	$1,690,542	3,585	-3.5%	Shares	Sole	2024-02-13
2023-09-30	$1,617,149	3,714	+14.6%	Shares	Sole	2023-10-11
2023-06-30	$1,439,943	3,241	+1.6%	Shares	Sole	2023-08-14
2023-03-31	$1,466,793	3,190	+3.0%	Shares	Sole	2023-05-11
2022-12-31	$1,588,155	3,096	+0.5%	Shares	Sole	2023-02-14
2022-09-30	$1,399,967	3,082	-0.5%	Shares	Sole	2022-11-07
2022-06-30	$1,494,067	3,096	-10.9%	Shares	Sole	2022-08-02
2022-03-31	$1,707,480	3,476	+0.5%	Shares	Sole	2022-05-03
2021-12-31	$1,602,921	3,458	+0.1%	Shares	Sole	2022-02-02
2021-09-30	$1,287,278	3,453	-31.9%	Shares	Sole	2021-11-02
2021-06-30	$1,935,726	5,070	+1.4%	Shares	Sole	2021-08-04
2021-03-31	$1,794,391	4,999	+6.6%	Shares	Sole	2021-05-04
2020-12-31	$1,506,233	4,691	+2.9%	Shares	Sole	2021-02-12
2020-09-30	$1,225,038	4,561	+10.7%	Shares	Sole	2020-11-16
2020-06-30	$1,083,740	4,121	+16.4%	Shares	Sole	2020-07-09
2020-03-31	$803,721	3,540	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.