McElhenny Sheffield Capital Management, LLC

Position in ELV — Elevance Health, Inc.

CIK 1886813 DALLAS, TX

Position in ELV

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$261,042

+$48,259 QoQ

Shares Held

675

+11.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,195

of 1,597 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

McElhenny Sheffield Capital Management, LLC holds $1,079,808 across 3 Healthcare Plans names. ELV ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,392	$578,556
2	ELV	Elevance Health, Inc. This page	675	$261,042
3	CVS	CVS HEALTH Corp	2,322	$240,210

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,042	675	+11.2%	Shares	Sole	2026-07-22
2025-12-31	$212,783	607	+8.4%	Shares	Sole	2026-01-21
2025-06-30	$217,817	560	-0.5%	Shares	Sole	2025-07-24
2025-03-31	$244,882	563	+0.5%	Shares	Sole	2025-04-16
2024-12-31	$206,584	560	-63.8%	Shares	Sole	2025-01-16
2024-09-30	$803,920	1,546	-2.6%	Shares	Sole	2024-10-21
2024-06-30	$859,931	1,587	-3.8%	Shares	Sole	2024-07-11
2024-03-31	$855,072	1,649	-3.4%	Shares	Sole	2024-04-17
2023-12-31	$804,952	1,707	+204.8%	Shares	Sole	2024-01-11
2023-09-30	$243,835	560	0.0%	Shares	Sole	2023-10-12
2023-06-30	$248,802	560	0.0%	Shares	Sole	2023-07-14
2023-03-31	$257,493	560	-0.9%	Shares	Sole	2023-04-13
2022-12-31	$289,828	565	+0.9%	Shares	Sole	2023-01-11
2022-09-30	$254,374	560	0.0%	Shares	Sole	2022-10-14
2022-06-30	$270,244	560	0.0%	Shares	Sole	2022-07-22
2022-03-31	$275,083	560	0.0%	Shares	Sole	2022-04-20
2021-12-31	$259,582	560	0.0%	Shares	Sole	2022-01-12
2021-09-30	$208,768	560	—	Shares	Sole	2021-10-12
No filing history on record for this holder in this stock.