Confluence Wealth Services, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1910411 MCMURRAY, PA

Position in ELV

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

Position Value

$590,149

+$196,108 QoQ

Shares Held

1,526

+13.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#915

of 1,597 holders

Holding Since

Dec 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $5,996,805 across 4 Healthcare Plans names. ELV ranks #3 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	7,916	$3,290,127
2	CVS	CVS HEALTH Corp	15,708	$1,624,992
3	ELV	Elevance Health, Inc. This page	1,526	$590,149
4	CI	Cigna Group	1,783	$491,537

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$590,149	1,526	+13.4%	Shares	Sole	2026-07-22
2026-03-31	$394,041	1,346	-3.0%	Shares	Sole	2026-05-07
2025-12-31	$486,212	1,387	+4.7%	Shares	Sole	2026-01-28
2025-09-30	$428,134	1,325	0.0%	Shares	Sole	2025-10-28
2025-06-30	$515,372	1,325	0.0%	Shares	Sole	2025-07-22
2025-03-31	$576,322	1,325	+26400.0%	Shares	Sole	2025-04-24
2021-12-31	$2,317	5	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.