CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in ELV — Elevance Health, Inc.

CIK 1766904 RICHMOND, VA

Position in ELV

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$315,180

+$83,909 QoQ

Shares Held

815

+3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,116

of 1,592 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Healthcare · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,656,003 across 6 Healthcare Plans names. ELV ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,855	$1,186,617
2	CVS	CVS HEALTH Corp	6,725	$695,697
3	ELV	Elevance Health, Inc. This page	815	$315,180
4	CNC	Centene Corp	3,337	$214,199
5	CI	Cigna Group	624	$172,020
6	HUM	Humana Inc	182	$72,290

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,180	815	+3.2%	Shares	Other	2026-07-17
2026-03-31	$231,271	790	+3.5%	Shares	Other	2026-04-29
2025-12-31	$267,467	763	+1.2%	Shares	Other	2026-02-09
2025-09-30	$243,629	754	-6.0%	Shares	Other	2025-11-10
2025-06-30	$311,942	802	+22.3%	Shares	Other	2025-08-13
2025-03-31	$285,329	656	+3.3%	Shares	Defined	2025-05-09
2024-12-31	$234,249	635	-94.4%	Shares	Other	2025-02-14
2024-09-30	$5,945,680	11,434	-8.0%	Shares	Other	2024-10-30
2024-06-30	$6,732,608	12,425	+0.0%	Shares	Other	2024-07-22
2024-03-31	$6,440,264	12,420	-1.0%	Shares	Defined	2024-04-30
2023-12-31	$5,914,774	12,543	+3.9%	Shares	Other	2024-02-07
2023-09-30	$5,256,388	12,072	-2.3%	Shares	Other	2023-11-13
2023-06-30	$5,491,424	12,360	-1.1%	Shares	Defined	2023-08-10
2023-03-31	$5,747,165	12,499	-1.1%	Shares	Defined	2023-05-12
2022-12-31	$6,482,914	12,638	+0.0%	Shares	Defined	2023-02-14
2022-09-30	$5,739,776	12,636	+14.4%	Shares	Sole	2022-11-14
2022-06-30	$5,331,061	11,047	+284.5%	Shares	Sole	2022-08-15
2020-12-31	$922,491	2,873	+378.8%	Shares	Sole	2021-02-12
2020-09-30	$161,154	600	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.