Apella Capital, LLC

Position in ELV — Elevance Health, Inc.

CIK 1801507 WEST HARTFORD, CT

Position in ELV

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,133,892

+$297,506 QoQ

Shares Held

2,932

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#727

of 1,597 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Apella Capital, LLC holds $4,126,425 across 4 Healthcare Plans names. ELV ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	4,617	$1,918,963
2	ELV	Elevance Health, Inc. This page	2,932	$1,133,892
3	CVS	CVS HEALTH Corp	6,940	$717,943
4	CI	Cigna Group	1,290	$355,627

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,133,892	2,932	+2.6%	Shares	Sole	2026-07-08
2026-03-31	$836,386	2,857	+43.9%	Shares	Sole	2026-04-20
2025-12-31	$696,192	1,986	+0.2%	Shares	Sole	2026-01-21
2025-09-30	$640,746	1,983	+3.1%	Shares	Sole	2025-10-17
2025-06-30	$748,359	1,924	-0.1%	Shares	Sole	2025-07-08
2025-03-31	$837,732	1,926	+0.8%	Shares	Sole	2025-04-10
2024-12-31	$704,599	1,910	-1.3%	Shares	Sole	2025-01-14
2024-09-30	$1,006,720	1,936	+0.4%	Shares	Sole	2024-10-03
2024-06-30	$1,044,706	1,928	+43.8%	Shares	Sole	2024-07-10
2024-03-31	$695,362	1,341	0.0%	Shares	Sole	2024-04-10
2023-12-31	$632,361	1,341	+0.2%	Shares	Sole	2024-01-05
2023-09-30	$582,591	1,338	-1.3%	Shares	Sole	2023-10-10
2023-06-30	$602,457	1,356	+100.6%	Shares	Sole	2023-07-06
2022-03-31	$332,064	676	—	Shares	Sole	2022-04-11
No filing history on record for this holder in this stock.