Advisor OS, LLC

Position in ELV — Elevance Health, Inc.

CIK 1767580 CHICAGO, IL

Position in ELV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$261,041

-$380,464 QoQ

Shares Held

675

-63.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,199

of 1,597 holders

Holding Since

Dec 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Advisor OS, LLC holds $4,229,117 across 4 Healthcare Plans names. ELV ranks #3 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	8,176	$3,398,187
2	CVS	CVS HEALTH Corp	3,393	$351,002
3	ELV	Elevance Health, Inc. This page	675	$261,041
4	CI	Cigna Group	794	$218,887

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,041	675	-63.1%	Shares	Sole	2026-08-05
2025-12-31	$641,505	1,830	+3.3%	Shares	Sole	2026-02-04
2025-09-30	$572,567	1,772	+6.1%	Shares	Sole	2025-11-12
2025-06-30	$649,561	1,670	+180.7%	Shares	Sole	2025-08-14
2025-03-31	$258,799	595	+56.6%	Shares	Sole	2025-05-06
2024-06-30	$205,906	380	-31.0%	Shares	Sole	2024-08-05
2023-12-31	$259,828	551	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.