REGATTA CAPITAL GROUP, LLC

Position in ELV — Elevance Health, Inc.

CIK 1911488 EL SEGUNDO, CA

Position in ELV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$355,018

+$81,590 QoQ

Shares Held

918

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,077

of 1,592 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

REGATTA CAPITAL GROUP, LLC holds $1,262,568 across 4 Healthcare Plans names. ELV ranks #2 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	904	$375,729
2	ELV	Elevance Health, Inc. This page	918	$355,018
3	CI	Cigna Group	1,006	$277,334
4	CVS	CVS HEALTH Corp	2,460	$254,487

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,018	918	-1.7%	Shares	Sole	2026-08-12
2026-03-31	$273,428	934	+5.7%	Shares	Sole	2026-04-15
2025-12-31	$309,886	884	-1.6%	Shares	Sole	2026-01-13
2025-09-30	$290,161	898	-13.7%	Shares	Sole	2025-10-17
2025-06-30	$404,907	1,041	+3.0%	Shares	Sole	2025-07-15
2025-03-31	$439,744	1,011	+13.9%	Shares	Sole	2025-04-14
2024-12-31	$327,583	888	+19.5%	Shares	Sole	2025-01-21
2024-09-30	$386,360	743	-4.9%	Shares	Sole	2024-10-15
2024-06-30	$423,192	781	+0.8%	Shares	Sole	2024-08-02
2024-03-31	$401,868	775	+5.3%	Shares	Sole	2024-04-23
2023-12-31	$347,068	736	-0.4%	Shares	Sole	2024-01-22
2023-09-30	$321,775	739	+50.8%	Shares	Sole	2023-10-30
2023-06-30	$217,702	490	—	Shares	Sole	2023-07-13
No filing history on record for this holder in this stock.