Kestra Investment Management, LLC

Position in ELV — Elevance Health, Inc.

CIK 1962449 AUSTIN, TX

Position in ELV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$829,149

+$465,980 QoQ

Shares Held

2,144

+106.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#805

of 1,596 holders

Holding Since

Sep 2024

6 quarters on record

Healthcare · as of Jun 30, 2026

Kestra Investment Management, LLC holds $5,169,925 across 4 Healthcare Plans names. ELV ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,273	$2,191,616
2	CI	Cigna Group	6,353	$1,751,395
3	ELV	Elevance Health, Inc. This page	2,144	$829,149
4	CVS	CVS HEALTH Corp	3,845	$397,765

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$829,149	2,144	+106.9%	Shares	Sole	2026-08-05
2025-12-31	$363,169	1,036	+76.5%	Shares	Sole	2026-02-09
2025-06-30	$228,319	587	0.0%	Shares	Sole	2025-08-15
2025-03-31	$255,321	587	-51.6%	Shares	Sole	2025-05-16
2024-12-31	$447,844	1,214	-11.1%	Shares	Sole	2025-01-31
2024-09-30	$709,800	1,365	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.