STEPHENS INC /AR/

Position in ELV — Elevance Health, Inc.

CIK 757657 LITTLE ROCK, AR

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Position in ELV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,277,150

+$496,611 QoQ

Shares Held

8,474

-10.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#507

of 1,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in ELV Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

STEPHENS INC /AR/ holds $27,013,011 across 6 Healthcare Plans names. ELV ranks #2 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	44,658	$18,561,204
2	ELV	Elevance Health, Inc. This page	8,474	$3,277,150
3	CVS	CVS HEALTH Corp	29,092	$3,009,567
4	CI	Cigna Group	4,835	$1,332,912
5	HUM	Humana Inc	1,176	$467,130
6	CNC	Centene Corp	5,687	$365,048

All Filings in ELV

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,277,150	8,474	-10.8%	Shares	Defined	2026-07-29
2026-03-31	$2,780,539	9,498	+3.6%	Shares	Defined	2026-04-28
2025-12-31	$3,215,244	9,172	-1.8%	Shares	Defined	2026-02-05
2025-09-30	$3,016,648	9,336	-2.7%	Shares	Defined	2025-10-27
2025-06-30	$3,733,627	9,599	+0.9%	Shares	Defined	2025-07-29
2025-03-31	$4,137,339	9,512	-54.8%	Shares	Defined	2025-05-01
2024-12-31	$7,759,442	21,034	+0.7%	Shares	Defined	2025-01-28
2024-09-30	$10,856,560	20,878	+3.8%	Shares	Defined	2024-10-28
2024-06-30	$10,903,306	20,122	+1.5%	Shares	Defined	2024-08-06
2024-03-31	$10,281,092	19,827	+2.9%	Shares	Defined	2024-05-15
2023-12-31	$9,085,546	19,267	+2.7%	Shares	Defined	2024-02-13
2023-09-30	$8,168,479	18,760	-10.2%	Shares	Defined	2023-11-14
2023-06-30	$9,279,885	20,887	+4.4%	Shares	Defined	2023-08-14
2023-03-31	$9,195,740	19,999	-10.3%	Shares	Defined	2023-05-15
2022-12-31	$11,436,153	22,294	+4.0%	Shares	Defined	2023-02-14
2022-09-30	$9,741,631	21,446	+22.0%	Shares	Defined	2022-11-02
2022-06-30	$8,481,826	17,576	-4.0%	Shares	Defined	2022-08-03
2022-03-31	$8,997,676	18,317	-9.9%	Shares	Defined	2022-05-04
2021-12-31	$9,426,085	20,335	-1.9%	Shares	Defined	2022-03-07
2021-09-30	$7,725,161	20,722	-6.3%	Shares	Defined	2021-10-27
2021-06-30	$8,443,507	22,115	-2.0%	Shares	Defined	2021-08-12
2021-03-31	$8,100,065	22,566	+2.4%	Shares	Defined	2021-05-14
2020-12-31	$7,078,107	22,044	-0.1%	Shares	Defined	2021-02-10
2020-09-30	$5,925,095	22,060	+9.1%	Shares	Defined	2020-11-13
2020-06-30	$5,316,140	20,215	+3.2%	Shares	Defined	2020-08-24
2020-03-31	$4,448,394	19,593	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.