Cornerstone Planning Group LLC

Position in ELV — Elevance Health, Inc.

CIK 1822587 FAIRFIELD, NJ

Position in ELV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$24,363

+$3,285 QoQ

Shares Held

-12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,454

of 1,608 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $679,543 across 8 Healthcare Plans names. ELV ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	1,034	$285,053
2	UNH	Unitedhealth Group Inc	663	$275,562
3	CVS	CVS HEALTH Corp	499	$51,621
4	ELV	Elevance Health, Inc. This page	63	$24,363
5	CNC	Centene Corp	335	$21,503
6	HUM	Humana Inc	32	$12,711
7	OSCR	Oscar Health, Inc.	250	$7,130
8	MOH	Molina Healthcare, Inc.	7	$1,600

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,363	63	-12.5%	Shares	Sole	2026-07-29
2026-03-31	$21,078	72	+35.8%	Shares	Sole	2026-05-06
2025-12-31	$18,579	53	+35.9%	Shares	Sole	2026-02-02
2025-09-30	$12,601	39	+77.3%	Shares	Sole	2025-11-04
2025-06-30	$8,557	22	-18.5%	Shares	Sole	2025-08-11
2025-03-31	$11,743	27	+350.0%	Shares	Sole	2025-04-30
2024-12-31	$2,213	6	-71.4%	Shares	Sole	2025-01-29
2024-09-30	$10,920	21	+16.7%	Shares	Sole	2024-11-05
2024-06-30	$9,753	18	+20.0%	Shares	Sole	2024-08-13
2024-03-31	$7,778	15	0.0%	Shares	Sole	2024-05-07
2023-12-31	$7,073	15	-6.2%	Shares	Sole	2024-02-12
2023-09-30	$6,966	16	-33.3%	Shares	Sole	2023-11-08
2023-06-30	$10,662	24	-27.3%	Shares	Sole	2023-08-15
2022-12-31	$16,928	33	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.