WADDELL & ASSOCIATES, LLC

Position in ELV — Elevance Health, Inc.

CIK 1776757 MEMPHIS, TN

Position in ELV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$411,867

+$167,714 QoQ

Shares Held

1,065

+27.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,033

of 1,597 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $6,155,889 across 6 Healthcare Plans names. ELV ranks #5 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	36,456	$2,340,110
2	UNH	Unitedhealth Group Inc	3,667	$1,524,115
3	MOH	Molina Healthcare, Inc.	3,722	$851,221
4	CI	Cigna Group	2,358	$650,053
5	ELV	Elevance Health, Inc. This page	1,065	$411,867
6	CVS	CVS HEALTH Corp	3,659	$378,523

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,867	1,065	+27.7%	Shares	Sole	2026-07-15
2026-03-31	$244,153	834	-32.8%	Shares	Sole	2026-05-11
2025-12-31	$435,032	1,241	+2.6%	Shares	Sole	2026-02-11
2025-09-30	$390,652	1,209	+68.2%	Shares	Sole	2025-11-10
2025-06-30	$279,662	719	-8.9%	Shares	Sole	2025-08-12
2025-03-31	$343,183	789	0.0%	Shares	Sole	2025-05-14
2024-12-31	$291,062	789	0.0%	Shares	Sole	2025-05-14
2024-09-30	$410,280	789	0.0%	Shares	Sole	2024-11-12
2024-06-30	$427,527	789	0.0%	Shares	Sole	2024-08-06
2024-03-31	$409,128	789	0.0%	Shares	Sole	2024-05-08
2023-12-31	$372,060	789	0.0%	Shares	Sole	2024-02-14
2023-09-30	$343,546	789	0.0%	Shares	Sole	2023-11-07
2023-06-30	$350,544	789	-0.5%	Shares	Sole	2023-08-07
2023-03-31	$364,629	793	0.0%	Shares	Sole	2023-05-10
2022-12-31	$406,785	793	+43.1%	Shares	Sole	2023-02-10
2022-09-30	$251,648	554	0.0%	Shares	Sole	2022-11-02
2022-03-31	$272,135	554	0.0%	Shares	Sole	2022-04-21
2021-12-31	$256,801	554	0.0%	Shares	Sole	2022-02-01
2021-09-30	$206,531	554	0.0%	Shares	Sole	2021-11-10
2021-06-30	$211,517	554	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.