Envestnet Portfolio Solutions, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1998033 BERWYN, PA

Position in ELV

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

Position Value

$3,333,225

+$797,425 QoQ

Shares Held

8,619

-0.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#503

of 1,597 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $39,429,391 across 5 Healthcare Plans names. ELV ranks #5 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	222,950	$14,311,160
2	UNH	Unitedhealth Group Inc	27,843	$11,572,386
3	CI	Cigna Group	19,015	$5,242,055
4	CVS	CVS HEALTH Corp	48,048	$4,970,565
5	ELV	Elevance Health, Inc. This page	8,619	$3,333,225

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,333,225	8,619	-0.5%	Shares	Sole	2026-07-20
2026-03-31	$2,535,800	8,662	-68.8%	Shares	Sole	2026-04-29
2025-12-31	$9,730,216	27,757	-1.2%	Shares	Sole	2026-02-06
2025-09-30	$9,076,117	28,089	+3.3%	Shares	Sole	2025-10-30
2025-06-30	$10,573,877	27,185	-0.2%	Shares	Sole	2025-07-25
2025-03-31	$11,847,005	27,237	-3.9%	Shares	Sole	2025-04-21
2024-12-31	$10,450,937	28,330	-7.4%	Shares	Sole	2025-02-10
2024-09-30	$15,908,880	30,594	-2.4%	Shares	Sole	2024-10-31
2024-06-30	$16,990,562	31,356	+0.2%	Shares	Sole	2024-07-16
2024-03-31	$16,224,598	31,289	+12.7%	Shares	Sole	2024-05-06
2023-12-31	$13,092,863	27,765	+41.0%	Shares	Sole	2024-02-07
2023-09-30	$8,571,678	19,686	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.