Allen Mooney & Barnes Investment Advisors LLC
Position in ELV — Elevance Health, Inc.
CIK 2001461
Thomasville, GA
Position in ELV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$17,943,498
+$3,418,414 QoQ
Shares Held
46,398
-6.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
3.10%
of 13F equity value
Holder Rank
#270
of 1,597 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Allen Mooney & Barnes Investment Advisors LLC holds $38,504,298 across 2 Healthcare Plans names. ELV ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
49,469 | $20,560,800 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
46,398 | $17,943,498 |
All Filings in ELV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,943,498 | 46,398 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $14,525,084 | 49,616 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $16,911,233 | 48,242 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $15,258,372 | 47,222 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||