Concord Wealth Partners

Position in ELV — Elevance Health, Inc.

CIK 1814214 ABINGDON, VA

Position in ELV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$33,645

+$15,767 QoQ

Shares Held

+70.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,431

of 1,597 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Concord Wealth Partners holds $8,409,639 across 4 Healthcare Plans names. ELV ranks #4 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	46,066	$4,765,527
2	UNH	Unitedhealth Group Inc	8,308	$3,453,054
3	CI	Cigna Group	571	$157,413
4	ELV	Elevance Health, Inc. This page	87	$33,645

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,645	87	+70.6%	Shares	Sole	2026-07-27
2025-12-31	$17,878	51	-58.2%	Shares	Sole	2026-01-29
2025-09-30	$39,420	122	-79.8%	Shares	Sole	2025-11-05
2025-06-30	$234,931	604	+49.1%	Shares	Sole	2025-07-25
2025-03-31	$176,158	405	-83.0%	Shares	Sole	2025-05-02
2024-12-31	$880,933	2,388	-2.3%	Shares	Sole	2025-01-24
2024-09-30	$1,271,400	2,445	+9.3%	Shares	Sole	2024-10-24
2024-06-30	$1,212,140	2,237	-5.0%	Shares	Sole	2024-07-31
2024-03-31	$1,221,161	2,355	+31.3%	Shares	Sole	2024-04-30
2023-12-31	$845,978	1,794	+152.3%	Shares	Sole	2024-04-30
2023-09-30	$309,583	711	-34.2%	Shares	Sole	2024-04-30
2023-06-30	$479,833	1,080	+22.9%	Shares	Sole	2023-08-08
2023-03-31	$404,172	879	+22.3%	Shares	Sole	2023-04-26
2022-12-31	$368,825	719	-17.6%	Shares	Sole	2023-01-30
2022-09-30	$396,551	873	-4.7%	Shares	Sole	2022-11-10
2022-06-30	$442,043	916	+9.0%	Shares	Sole	2022-08-04
2022-03-31	$412,624	840	+1.1%	Shares	Sole	2022-04-20
2021-12-31	$385,201	831	+14.5%	Shares	Sole	2022-01-21
2021-09-30	$270,652	726	-9.5%	Shares	Sole	2021-11-09
2021-06-30	$306,203	802	+5.0%	Shares	Sole	2021-07-29
2021-03-31	$274,237	764	-24.5%	Shares	Sole	2021-05-13
2020-12-31	$324,943	1,012	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.