Robertson Stephens Wealth Management, LLC

Position in ELV — Elevance Health, Inc.

CIK 1767307 San Francisco, CA

Position in ELV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,059,253

+$257,411 QoQ

Shares Held

2,739

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#740

of 1,592 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $3,157,033 across 3 Healthcare Plans names. ELV ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,856	$1,602,669
2	ELV	Elevance Health, Inc. This page	2,739	$1,059,253
3	CVS	CVS HEALTH Corp	4,786	$495,111

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,059,253	2,739	0.0%	Shares	Sole	2026-07-29
2026-03-31	$801,842	2,739	+0.4%	Shares	Sole	2026-04-28
2025-12-31	$956,650	2,729	+0.1%	Shares	Sole	2026-02-02
2025-09-30	$880,825	2,726	-5.2%	Shares	Sole	2025-11-12
2025-06-30	$1,118,648	2,876	+4.6%	Shares	Sole	2025-07-24
2025-03-31	$1,196,140	2,750	0.0%	Shares	Sole	2025-04-17
2024-12-31	$1,014,475	2,750	+0.4%	Shares	Sole	2025-01-27
2024-09-30	$1,423,760	2,738	-2.5%	Shares	Sole	2024-11-12
2024-06-30	$1,521,542	2,808	+1.8%	Shares	Sole	2024-08-13
2024-03-31	$1,429,614	2,757	-1.4%	Shares	Sole	2024-05-15
2023-12-31	$1,318,481	2,796	-20.8%	Shares	Sole	2024-02-06
2023-09-30	$1,536,597	3,529	+0.8%	Shares	Sole	2023-11-13
2023-06-30	$1,555,459	3,501	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.