Prestige Wealth Management Group LLC

Position in ELV — Elevance Health, Inc.

CIK 1772715 FLEMINGTON, NJ

Position in ELV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$34,418

-$113,420 QoQ

Shares Held

-82.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,430

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Prestige Wealth Management Group LLC holds $2,499,031 across 7 Healthcare Plans names. ELV ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,716	$1,960,110
2	CVS	CVS HEALTH Corp	3,341	$345,625
3	CI	Cigna Group	473	$130,396
4	ELV	Elevance Health, Inc. This page	89	$34,418
5	HUM	Humana Inc	50	$19,861
6	CNC	Centene Corp	88	$5,648
7	MOH	Molina Healthcare, Inc.	13	$2,973

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,418	89	-82.4%	Shares	Other	2026-08-14
2026-03-31	$147,838	505	+2.6%	Shares	Other	2026-05-13
2025-12-31	$172,469	492	-20.6%	Shares	Other	2026-02-11
2025-09-30	$200,333	620	-0.3%	Shares	Other	2026-02-20
2025-06-30	$241,933	622	+6.7%	Shares	Other	2026-02-20
2025-03-31	$253,581	583	+3.6%	Shares	Other	2026-02-20
2024-12-31	$207,690	563	-7.2%	Shares	Other	2026-02-20
2024-09-30	$315,640	607	+1.8%	Shares	Other	2026-02-20
2024-06-30	$322,947	596	+2.2%	Shares	Other	2026-02-20
2024-03-31	$302,308	583	-5.7%	Shares	Sole	2024-04-26
2023-12-31	$291,423	618	+9.4%	Shares	Other	2024-04-26
2023-09-30	$246,011	565	-48.3%	Shares	Sole	2024-04-26
2023-06-30	$485,164	1,092	-38.9%	Shares	Sole	2024-04-26
2023-03-31	$821,220	1,786	+65.8%	Shares	Other	2024-04-26
2022-12-31	$552,467	1,077	-34.1%	Shares	Sole	2023-02-08
2022-09-30	$742,681	1,635	+10.8%	Shares	Sole	2022-11-01
2022-06-30	$711,804	1,475	+41.0%	Shares	Sole	2022-08-10
2022-03-31	$513,816	1,046	+1332.9%	Shares	Other	2022-05-05
2021-12-31	$33,838	73	-24.7%	Shares	Other	2022-02-15
2021-09-30	$36,161	97	0.0%	Shares	Other	2021-11-12
2021-06-30	$37,034	97	-1.0%	Shares	Other	2021-08-12
2021-03-31	$35,176	98	0.0%	Shares	Other	2021-05-13
2020-12-31	$31,466	98	-12.5%	Shares	Other	2021-02-17
2020-09-30	$30,082	112	+2.8%	Shares	Sole	2020-10-26
2020-06-30	$28,664	109	+10.1%	Shares	Sole	2020-08-13
2020-03-31	$22,476	99	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.