Moran Wealth Management, LLC

Position in ELV — Elevance Health, Inc.

CIK 1965334 Naples, FL

Position in ELV

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

Position Value

$14,433,923

+$3,637,597 QoQ

Shares Held

37,323

+1.2% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#305

of 1,597 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Healthcare · as of Jun 30, 2026

Moran Wealth Management, LLC holds $31,225,589 across 5 Healthcare Plans names. ELV ranks #1 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc. This page	37,323	$14,433,923
2	CI	Cigna Group	48,012	$13,235,947
3	PGNY	Progyny, Inc.	91,600	$2,640,828
4	UNH	Unitedhealth Group Inc	1,446	$601,000
5	OSCR	Oscar Health, Inc.	11,006	$313,891

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,433,923	37,323	+1.2%	Shares	Sole	2026-08-05
2026-03-31	$10,796,326	36,879	+14.2%	Shares	Defined	2026-04-27
2025-12-31	$11,323,465	32,302	+154.8%	Shares	Defined	2026-01-26
2025-09-30	$4,096,192	12,677	-34.8%	Shares	Sole	2025-10-23
2025-06-30	$7,558,269	19,432	+13.9%	Shares	Sole	2025-07-28
2024-09-30	$8,872,760	17,063	+2.2%	Shares	Sole	2024-11-08
2024-06-30	$9,047,978	16,698	+3.0%	Shares	Sole	2024-08-13
2024-03-31	$8,402,422	16,204	-5.5%	Shares	Sole	2024-05-15
2023-12-31	$8,087,254	17,150	-49.6%	Shares	Sole	2024-02-08
2023-09-30	$14,819,519	34,035	+21.4%	Shares	Sole	2023-11-13
2023-06-30	$12,451,671	28,026	-4.7%	Shares	Sole	2023-08-10
2023-03-31	$13,524,391	29,413	+9.7%	Shares	Sole	2023-05-10
2022-12-31	$13,757,855	26,820	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.