FIDELIS CAPITAL PARTNERS, LLC

Position in ELV — Elevance Health, Inc.

CIK 1962755 TAMPA, FL

Position in ELV

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$629,209

+$178,960 QoQ

Shares Held

1,627

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#884

of 1,592 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $8,152,005 across 4 Healthcare Plans names. ELV ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	9,602	$3,990,879
2	CVS	CVS HEALTH Corp	26,216	$2,712,045
3	CI	Cigna Group	2,974	$819,872
4	ELV	Elevance Health, Inc. This page	1,627	$629,209

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$629,209	1,627	+5.8%	Shares	Sole	2026-08-13
2026-03-31	$450,249	1,538	-2.5%	Shares	Sole	2026-05-06
2025-12-31	$553,167	1,578	+1.0%	Shares	Sole	2026-02-09
2025-09-30	$505,036	1,563	+1.4%	Shares	Sole	2025-11-03
2025-06-30	$599,387	1,541	-8.9%	Shares	Sole	2025-08-07
2025-03-31	$735,517	1,691	+4.0%	Shares	Sole	2025-05-01
2024-12-31	$599,831	1,626	-59.9%	Shares	Sole	2025-02-06
2024-09-30	$2,106,520	4,051	+14.0%	Shares	Sole	2024-10-25
2024-06-30	$1,924,686	3,552	+49.0%	Shares	Sole	2024-08-13
2024-03-31	$1,236,199	2,384	+54.4%	Shares	Sole	2024-05-06
2023-12-31	$728,088	1,544	+17.7%	Shares	Sole	2024-01-31
2023-09-30	$571,271	1,312	-4.8%	Shares	Sole	2023-11-08
2023-06-30	$612,231	1,378	+8.8%	Shares	Sole	2023-08-10
2023-03-31	$582,579	1,267	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.