Kingsview Wealth Management, LLC

Position in ELV — Elevance Health, Inc.

CIK 1791965 GRANTS PASS, OR

Position in ELV

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$5,964,922

-$1,243,461 QoQ

Shares Held

15,424

-37.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#423

of 1,605 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Healthcare · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $23,823,476 across 4 Healthcare Plans names. ELV ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	37,331	$10,291,409
2	ELV	Elevance Health, Inc. This page	15,424	$5,964,922
3	UNH	Unitedhealth Group Inc	9,715	$4,037,845
4	CVS	CVS HEALTH Corp	34,116	$3,529,300

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,964,922	15,424	-37.4%	Shares	Sole	2026-08-19
2026-03-31	$7,208,383	24,623	-7.3%	Shares	Sole	2026-05-12
2025-12-31	$9,310,607	26,560	-35.2%	Shares	Defined	2026-02-09
2025-09-30	$13,239,841	40,975	+67.8%	Shares	Defined	2025-11-12
2025-06-30	$9,499,569	24,423	-0.4%	Shares	Defined	2025-08-08
2025-03-31	$10,670,438	24,532	+4.4%	Shares	Sole	2025-05-02
2024-12-31	$8,669,518	23,501	+36.2%	Shares	Sole	2025-01-28
2024-09-30	$8,970,520	17,251	+3.9%	Shares	Sole	2024-11-12
2024-06-30	$8,995,417	16,601	+2.2%	Shares	Sole	2024-08-14
2024-03-31	$8,424,719	16,247	+5.0%	Shares	Sole	2024-05-09
2023-12-31	$7,297,862	15,476	+23.3%	Shares	Sole	2024-02-08
2023-09-30	$5,463,214	12,547	+242.2%	Shares	Sole	2023-11-07
2023-06-30	$1,629,211	3,667	+235.5%	Shares	Sole	2023-08-10
2023-03-31	$502,572	1,093	-29.5%	Shares	Sole	2023-05-15
2022-12-31	$795,103	1,550	+2.2%	Shares	Sole	2023-02-13
2022-09-30	$689,082	1,517	-49.7%	Shares	Sole	2022-11-15
2022-06-30	$1,456,426	3,018	+113.7%	Shares	Sole	2022-08-16
2022-03-31	$693,602	1,412	+28.9%	Shares	Sole	2024-02-08
2021-12-31	$507,576	1,095	+4.8%	Shares	Sole	2022-02-17
2021-09-30	$389,576	1,045	-46.6%	Shares	Sole	2021-12-03
2021-06-30	$747,182	1,957	+0.3%	Shares	Sole	2021-08-17
2021-03-31	$700,670	1,952	+82.6%	Shares	Sole	2021-05-24
2020-12-31	$343,245	1,069	-4.0%	Shares	Sole	2021-02-16
2020-09-30	$299,209	1,114	+0.1%	Shares	Sole	2020-11-19
2020-06-30	$292,696	1,113	-0.1%	Shares	Sole	2020-08-14
2020-03-31	$252,922	1,114	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.