GREAT VALLEY ADVISOR GROUP, INC.

Position in ELV — Elevance Health, Inc.

CIK 1769897 WILMINGTON, DE

Position in ELV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$419,215

+$29,858 QoQ

Shares Held

1,084

-18.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,025

of 1,597 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $12,811,166 across 4 Healthcare Plans names. ELV ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	20,268	$8,423,988
2	CI	Cigna Group	13,292	$3,664,338
3	ELV	Elevance Health, Inc. This page	1,084	$419,215
4	CVS	CVS HEALTH Corp	2,935	$303,625

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,215	1,084	-18.5%	Shares	Sole	2026-08-10
2026-03-31	$389,357	1,330	-36.5%	Shares	Sole	2026-05-11
2025-12-31	$734,051	2,094	-6.2%	Shares	Sole	2026-02-12
2025-09-30	$721,526	2,233	-30.8%	Shares	Sole	2025-11-14
2025-06-30	$1,255,951	3,229	-7.5%	Shares	Sole	2025-08-14
2025-03-31	$1,517,574	3,489	-10.9%	Shares	Sole	2025-05-08
2024-12-31	$1,444,981	3,917	-3.0%	Shares	Sole	2025-02-24
2024-09-30	$2,100,280	4,039	-1.6%	Shares	Sole	2024-11-12
2024-06-30	$2,224,877	4,106	-19.5%	Shares	Sole	2024-07-16
2024-03-31	$2,646,109	5,103	+1.2%	Shares	Sole	2024-05-06
2023-12-31	$2,376,662	5,040	-9.0%	Shares	Sole	2024-02-06
2023-09-30	$2,411,355	5,538	+2.1%	Shares	Sole	2023-11-07
2023-06-30	$2,409,384	5,423	-15.5%	Shares	Sole	2023-08-10
2023-03-31	$2,949,681	6,415	-19.0%	Shares	Sole	2023-05-03
2022-12-31	$4,060,670	7,916	-4.3%	Shares	Sole	2023-02-01
2022-09-30	$3,756,564	8,270	-15.0%	Shares	Sole	2022-10-21
2022-06-30	$4,695,503	9,730	—	Shares	Sole	2022-07-19
No filing history on record for this holder in this stock.