Cornerstone Financial Management LLC

Position in ELV — Elevance Health, Inc.

CIK 2110329 PROVIDENCE, RI

Position in ELV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$104,417

+$33,865 QoQ

Shares Held

270

+12.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,351

of 1,592 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Cornerstone Financial Management LLC holds $570,009 across 7 Healthcare Plans names. ELV ranks #2 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	974	$404,823
2	ELV	Elevance Health, Inc. This page	270	$104,417
3	CVS	CVS HEALTH Corp	217	$22,448
4	HUM	Humana Inc	41	$16,286
5	CI	Cigna Group	51	$14,059
6	CNC	Centene Corp	109	$6,996
7	PGNY	Progyny, Inc.	34	$980

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$104,417	270	+12.0%	Shares	Sole	2026-08-12
2026-03-31	$70,552	241	+731.0%	Shares	Sole	2026-05-08
2025-12-31	$10,165	29	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.