TRANSCEND CAPITAL ADVISORS, LLC

Position in ELV — Elevance Health, Inc.

CIK 1776082 MADISON, NJ

Position in ELV

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,149,361

+$196,167 QoQ

Shares Held

2,972

-8.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#727

of 1,605 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $9,116,295 across 6 Healthcare Plans names. ELV ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	51,009	$3,274,267
2	UNH	Unitedhealth Group Inc	4,725	$1,963,851
3	CVS	CVS HEALTH Corp	12,282	$1,270,572
4	ELV	Elevance Health, Inc. This page	2,972	$1,149,361
5	CI	Cigna Group	3,068	$845,786
6	MOH	Molina Healthcare, Inc.	2,678	$612,458

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,149,361	2,972	-8.7%	Shares	Sole	2026-08-04
2026-03-31	$953,194	3,256	+56.0%	Shares	Sole	2026-05-13
2025-12-31	$731,597	2,087	+25.6%	Shares	Sole	2026-01-23
2025-09-30	$536,702	1,661	+89.6%	Shares	Sole	2025-11-04
2025-06-30	$340,728	876	+6.6%	Shares	Sole	2025-08-01
2025-03-31	$357,537	822	+27.0%	Shares	Sole	2025-04-24
2024-12-31	$238,678	647	-15.8%	Shares	Sole	2025-02-03
2024-09-30	$399,360	768	+3.5%	Shares	Sole	2024-10-15
2024-06-30	$402,060	742	-5.5%	Shares	Sole	2024-07-02
2024-03-31	$407,053	785	-3.0%	Shares	Sole	2024-05-03
2023-12-31	$381,492	809	+4.4%	Shares	Sole	2024-02-05
2023-09-30	$337,450	775	+3.6%	Shares	Sole	2023-10-31
2023-06-30	$332,328	748	-18.3%	Shares	Sole	2023-07-13
2023-03-31	$420,726	915	-4.2%	Shares	Sole	2023-04-12
2022-12-31	$489,886	955	-21.8%	Shares	Sole	2023-01-20
2022-09-30	$554,627	1,221	-8.3%	Shares	Sole	2022-10-17
2022-06-30	$642,796	1,332	-0.2%	Shares	Sole	2022-07-12
2022-03-31	$655,778	1,335	-6.6%	Shares	Sole	2022-04-20
2021-12-31	$662,862	1,430	-3.1%	Shares	Sole	2022-01-20
2021-09-30	$550,252	1,476	+10.1%	Shares	Sole	2021-11-04
2021-06-30	$511,612	1,340	+2.1%	Shares	Sole	2021-08-13
2021-03-31	$470,942	1,312	-3.6%	Shares	Sole	2021-05-12
2020-12-31	$437,003	1,361	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.