Frank, Rimerman Advisors LLC

Position in ELV — Elevance Health, Inc.

CIK 1977560 Palo Alto, CA

Position in ELV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,159,029

+$341,964 QoQ

Shares Held

2,997

+7.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#720

of 1,597 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $10,267,239 across 6 Healthcare Plans names. ELV ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	14,325	$5,953,899
2	CVS	CVS HEALTH Corp	17,302	$1,789,891
3	ELV	Elevance Health, Inc. This page	2,997	$1,159,029
4	CI	Cigna Group	2,145	$591,333
5	HUM	Humana Inc	1,242	$493,347
6	CNC	Centene Corp	4,358	$279,740

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,159,029	2,997	+7.4%	Shares	Sole	2026-07-27
2026-03-31	$817,065	2,791	0.0%	Shares	Sole	2026-04-29
2025-12-31	$978,385	2,791	0.0%	Shares	Sole	2026-01-15
2025-09-30	$901,827	2,791	-22.5%	Shares	Sole	2025-11-04
2025-06-30	$1,400,256	3,600	-1.1%	Shares	Sole	2025-08-11
2025-03-31	$1,583,689	3,641	+21.4%	Shares	Sole	2025-05-12
2024-12-31	$1,105,962	2,998	-21.0%	Shares	Sole	2025-02-10
2024-09-30	$1,972,880	3,794	-3.2%	Shares	Sole	2024-10-24
2024-06-30	$2,123,549	3,919	+35527.3%	Shares	Sole	2024-08-13
2024-03-31	$5,703	11	0.0%	Shares	Sole	2024-05-09
2023-12-31	$5,187	11	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.