JOURNEY STRATEGIC WEALTH LLC

Position in ELV — Elevance Health, Inc.

CIK 1909316 SUMMIT, NJ

Position in ELV

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$766,123

-$149,859 QoQ

Shares Held

2,617

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 0% Shared 99% None 1%

Healthcare · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $4,561,603 across 6 Healthcare Plans names. ELV ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,450	$1,474,711
2	CI	Cigna Group	3,051	$813,851
3	ELV	Elevance Health, Inc. This page	2,617	$766,123
4	CVS	CVS HEALTH Corp	9,844	$706,992
5	CNC	Centene Corp	15,671	$513,067
6	MOH	Molina Healthcare, Inc.	2,152	$286,859

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$766,123	2,617	+0.2%	Shares	Sole	2026-04-15
2025-12-31	$915,982	2,613	-4.6%	Shares	Sole	2026-02-13
2025-09-30	$885,021	2,739	+19.7%	Shares	Sole	2025-11-12
2025-06-30	$890,326	2,289	+18.1%	Shares	Sole	2025-08-12
2025-03-31	$842,948	1,938	+84.0%	Shares	Sole	2025-05-06
2024-12-31	$388,450	1,053	+60.0%	Shares	Sole	2025-01-24
2024-09-30	$342,160	658	+13.6%	Shares	Sole	2024-11-12
2024-06-30	$313,735	579	+21.6%	Shares	Sole	2024-08-14
2022-12-31	$244,171	476	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.