Aprio Wealth Management, LLC

Position in ELV — Elevance Health, Inc.

CIK 1803519 ATLANTA, GA

Position in ELV

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

Position Value

$261,042

+$59,950 QoQ

Shares Held

675

+30.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,196

of 1,597 holders

Holding Since

Jun 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $3,068,178 across 4 Healthcare Plans names. ELV ranks #4 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,560	$1,479,642
2	CVS	CVS HEALTH Corp	7,284	$753,529
3	CI	Cigna Group	2,082	$573,965
4	ELV	Elevance Health, Inc. This page	675	$261,042

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,042	675	+30.6%	Shares	Sole	2026-07-24
2025-06-30	$201,092	517	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.