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Centric Wealth Management

Position in ELV — Elevance Health, Inc.

CIK 1752761 CHICAGO, IL

Position in ELV

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$541,422
+$131,572 QoQ
Shares Held
1,400
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#943
of 1,592 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ELV Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Centric Wealth Management holds $17,464,875 across 3 Healthcare Plans names. ELV ranks #3 (3.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 ELV
Elevance Health, Inc.
This page
1,400 $541,422

All Filings in ELV

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $541,422 1,400
2026-03-31 $409,850 1,400
2025-12-31 $496,378 1,416
2025-09-30 $457,537 1,416
2025-06-30 $545,710 1,403
2025-03-31 $610,248 1,403
2024-12-31 $517,566 1,403
2024-09-30 $729,560 1,403
2024-06-30 $760,229 1,403
2024-03-31 $727,511 1,403