CATALYST FINANCIAL PARTNERS LLC

Position in ELV — Elevance Health, Inc.

CIK 1927537 BOSTON, MA

Position in ELV

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

Position Value

$468,716

+$204,949 QoQ

Shares Held

1,212

+34.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#985

of 1,597 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $4,936,863 across 5 Healthcare Plans names. ELV ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	7,526	$3,128,031
2	CVS	CVS HEALTH Corp	5,760	$595,872
3	ELV	Elevance Health, Inc. This page	1,212	$468,716
4	CI	Cigna Group	1,400	$385,952
5	HUM	Humana Inc	902	$358,292

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$468,716	1,212	+34.5%	Shares	Sole	2026-07-30
2026-03-31	$263,767	901	+6.8%	Shares	Sole	2026-05-12
2025-12-31	$295,864	844	+18.2%	Shares	Sole	2026-02-04
2025-09-30	$230,707	714	-41.9%	Shares	Sole	2025-11-12
2025-06-30	$477,642	1,228	+19.3%	Shares	Sole	2025-08-14
2025-03-31	$447,573	1,029	+26.4%	Shares	Sole	2025-05-02
2024-12-31	$300,284	814	-11.3%	Shares	Sole	2025-01-30
2024-09-30	$477,360	918	+2.9%	Shares	Sole	2024-10-28
2024-06-30	$483,339	892	+8.5%	Shares	Sole	2024-07-25
2024-03-31	$426,239	822	+12.6%	Shares	Sole	2024-04-23
2023-12-31	$344,238	730	+10.3%	Shares	Sole	2024-02-07
2023-09-30	$288,248	662	+12.4%	Shares	Sole	2023-10-26
2023-06-30	$261,686	589	+9.3%	Shares	Sole	2023-08-02
2023-03-31	$247,837	539	-1.6%	Shares	Sole	2023-04-11
2022-12-31	$281,107	548	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.