Key Financial Inc

Position in ELV — Elevance Health, Inc.

CIK 1801720 WEST CHESTER, PA

Position in ELV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$217,342

+$52,817 QoQ

Shares Held

562

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,278

of 1,592 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Key Financial Inc holds $4,685,150 across 5 Healthcare Plans names. ELV ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	10,359	$2,855,769
2	UNH	Unitedhealth Group Inc	2,946	$1,224,445
3	CVS	CVS HEALTH Corp	3,332	$344,695
4	ELV	Elevance Health, Inc. This page	562	$217,342
5	HUM	Humana Inc	108	$42,899

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,342	562	0.0%	Shares	Sole	2026-07-24
2026-03-31	$164,525	562	0.0%	Shares	Sole	2026-04-24
2025-12-31	$197,009	562	-4.1%	Shares	Sole	2026-02-09
2025-09-30	$189,348	586	-17.3%	Shares	Sole	2025-11-05
2025-06-30	$275,772	709	-0.7%	Shares	Sole	2025-08-05
2025-03-31	$310,561	714	-4.0%	Shares	Sole	2025-05-01
2024-12-31	$274,461	744	0.0%	Shares	Sole	2025-01-31
2024-09-30	$386,880	744	-0.1%	Shares	Sole	2024-10-29
2024-06-30	$403,685	745	+473.1%	Shares	Sole	2024-07-30
2024-03-31	$67,410	130	0.0%	Shares	Sole	2024-05-13
2023-12-31	$61,302	130	0.0%	Shares	Sole	2024-01-31
2023-09-30	$56,604	130	0.0%	Shares	Sole	2023-11-01
2023-06-30	$57,757	130	+22.6%	Shares	Sole	2023-07-28
2023-03-31	$48,739	106	-9.4%	Shares	Sole	2023-05-02
2022-12-31	$60,017	117	0.0%	Shares	Sole	2023-01-26
2022-09-30	$53,146	117	0.0%	Shares	Sole	2022-10-28
2022-06-30	$56,461	117	+34.5%	Shares	Sole	2022-07-26
2022-03-31	$42,736	87	0.0%	Shares	Sole	2022-04-27
2021-12-31	$40,327	87	0.0%	Shares	Sole	2022-01-19
2021-09-30	$32,433	87	-25.0%	Shares	Sole	2021-11-01
2021-06-30	$44,288	116	0.0%	Shares	Sole	2021-08-02
2021-03-31	$41,638	116	0.0%	Shares	Sole	2021-04-30
2020-12-31	$37,246	116	0.0%	Shares	Sole	2021-01-29
2020-03-31	$26,336	116	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.