Gladstone Institutional Advisory LLC

Position in ELV — Elevance Health, Inc.

CIK 1766530 Bedminster, NJ

Position in ELV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$348,443

+$87,018 QoQ

Shares Held

901

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,086

of 1,592 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Gladstone Institutional Advisory LLC holds $5,911,081 across 4 Healthcare Plans names. ELV ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	8,888	$3,694,119
2	CNC	Centene Corp	15,657	$1,005,022
3	CVS	CVS HEALTH Corp	8,347	$863,497
4	ELV	Elevance Health, Inc. This page	901	$348,443

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$348,443	901	+0.9%	Shares	Sole	2026-07-27
2026-03-31	$261,425	893	+19.7%	Shares	Sole	2026-05-14
2025-12-31	$261,510	746	-3.7%	Shares	Sole	2026-02-17
2025-09-30	$250,418	775	+15.8%	Shares	Sole	2025-10-22
2025-06-30	$260,214	669	+15.7%	Shares	Sole	2025-08-12
2025-03-31	$251,406	578	+2.5%	Shares	Sole	2025-05-15
2024-09-30	$293,280	564	-7.1%	Shares	Sole	2024-10-28
2024-06-30	$328,909	607	-40.7%	Shares	Sole	2024-08-02
2024-03-31	$530,466	1,023	-12.7%	Shares	Sole	2024-05-14
2023-12-31	$552,668	1,172	+3.7%	Shares	Sole	2024-02-09
2023-09-30	$492,024	1,130	+3.0%	Shares	Sole	2023-11-13
2023-06-30	$487,386	1,097	+15.8%	Shares	Sole	2023-08-10
2023-03-31	$435,440	947	+5.3%	Shares	Sole	2023-05-12
2022-12-31	$461,160	899	-11.3%	Shares	Sole	2023-02-01
2022-09-30	$460,145	1,013	+4.9%	Shares	Sole	2023-01-30
2022-06-30	$466,172	966	-13.4%	Shares	Sole	2023-01-30
2022-03-31	$547,710	1,115	-4.3%	Shares	Sole	2023-01-30
2021-12-31	$540,024	1,165	+3.8%	Shares	Sole	2023-01-30
2021-09-30	$418,281	1,122	+4.8%	Shares	Sole	2023-01-30
2021-06-30	$408,907	1,071	+5.8%	Shares	Sole	2023-01-30
2021-03-31	$363,257	1,012	—	Shares	Sole	2023-01-30
No filing history on record for this holder in this stock.