Fiduciary Alliance LLC

Position in ELV — Elevance Health, Inc.

CIK 1954805 GREENVILLE, SC

Position in ELV

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,286,650

+$220,162 QoQ

Shares Held

3,327

-8.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#696

of 1,597 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Fiduciary Alliance LLC holds $20,489,346 across 5 Healthcare Plans names. ELV ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OSCR	Oscar Health, Inc.	343,696	$9,802,209
2	UNH	Unitedhealth Group Inc	15,616	$6,490,478
3	HUM	Humana Inc	6,634	$2,635,157
4	ELV	Elevance Health, Inc. This page	3,327	$1,286,650
5	CI	Cigna Group	997	$274,852

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,286,650	3,327	-8.7%	Shares	Sole	2026-07-20
2026-03-31	$1,066,488	3,643	-4.3%	Shares	Sole	2026-04-20
2025-12-31	$1,334,193	3,806	-3.7%	Shares	Sole	2026-01-22
2025-09-30	$1,277,616	3,954	-14.8%	Shares	Sole	2025-10-08
2025-06-30	$1,804,774	4,640	+0.0%	Shares	Sole	2025-07-09
2025-03-31	$2,017,344	4,638	-6.4%	Shares	Sole	2025-04-09
2024-12-31	$1,828,268	4,956	+701.9%	Shares	Sole	2025-01-13
2024-09-30	$321,360	618	+0.8%	Shares	Sole	2024-10-11
2024-06-30	$332,160	613	+0.3%	Shares	Sole	2024-07-10
2024-03-31	$316,827	611	+3.6%	Shares	Sole	2024-04-17
2023-12-31	$278,220	590	-7.5%	Shares	Sole	2024-01-17
2023-09-30	$277,797	638	-4.6%	Shares	Sole	2023-10-18
2023-06-30	$297,230	669	+24.6%	Shares	Sole	2023-07-18
2023-03-31	$246,917	537	0.0%	Shares	Sole	2023-04-18
2022-12-31	$275,464	537	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.