Sound View Wealth Advisors Group, LLC

Position in ELV — Elevance Health, Inc.

CIK 1784777 SAVANNAH, GA

Position in ELV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$302,036

+$8,701 QoQ

Shares Held

781

-22.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,140

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Healthcare · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $3,484,868 across 5 Healthcare Plans names. ELV ranks #5 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,992	$2,074,824
2	HUM	Humana Inc	953	$378,550
3	CVS	CVS HEALTH Corp	3,595	$371,902
4	CI	Cigna Group	1,297	$357,556
5	ELV	Elevance Health, Inc. This page	781	$302,036

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,036	781	-22.1%	Shares	Sole	2026-08-11
2026-03-31	$293,335	1,002	-0.9%	Shares	Sole	2026-05-06
2025-12-31	$354,406	1,011	+3.0%	Shares	Sole	2026-01-08
2025-09-30	$317,303	982	-17.8%	Shares	Sole	2025-11-10
2025-06-30	$464,418	1,194	+0.5%	Shares	Sole	2025-08-07
2025-03-31	$516,732	1,188	+24.3%	Shares	Sole	2025-05-08
2024-12-31	$352,668	956	-16.6%	Shares	Sole	2025-02-07
2024-09-30	$595,920	1,146	+5.1%	Shares	Sole	2024-11-12
2024-06-30	$590,627	1,090	-5.0%	Shares	Sole	2024-08-05
2024-03-31	$594,765	1,147	-4.7%	Shares	Sole	2024-05-09
2023-12-31	$567,758	1,204	+5.5%	Shares	Sole	2024-02-08
2023-09-30	$496,814	1,141	+4.1%	Shares	Sole	2023-11-07
2023-06-30	$486,941	1,096	-1.7%	Shares	Sole	2023-08-08
2023-03-31	$512,688	1,115	-7.4%	Shares	Sole	2023-05-12
2022-12-31	$617,615	1,204	+6.6%	Shares	Sole	2024-02-13
2022-09-30	$512,836	1,129	-3.1%	Shares	Sole	2022-11-08
2022-06-30	$562,205	1,165	-1.6%	Shares	Sole	2022-08-05
2022-03-31	$581,604	1,184	-6.6%	Shares	Sole	2022-05-11
2021-12-31	$587,305	1,267	+1.9%	Shares	Sole	2022-01-20
2021-09-30	$463,390	1,243	+1.8%	Shares	Sole	2021-10-21
2021-06-30	$466,177	1,221	-0.4%	Shares	Sole	2021-07-21
2021-03-31	$440,072	1,226	-0.9%	Shares	Sole	2021-04-28
2020-12-31	$397,188	1,237	+0.1%	Shares	Sole	2021-02-02
2020-09-30	$331,977	1,236	-0.1%	Shares	Sole	2020-11-09
2020-06-30	$325,306	1,237	-2.9%	Shares	Sole	2020-08-07
2020-03-31	$289,248	1,274	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.