PDS Planning, Inc

Position in ELV — Elevance Health, Inc.

CIK 838618 DUBLIN, OH

Position in ELV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$763,018

+$235,776 QoQ

Shares Held

1,973

+9.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#833

of 1,596 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PDS Planning, Inc holds $4,832,455 across 6 Healthcare Plans names. ELV ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,369	$2,231,517
2	ELV	Elevance Health, Inc. This page	1,973	$763,018
3	CVS	CVS HEALTH Corp	5,807	$600,734
4	CI	Cigna Group	2,160	$595,468
5	MOH	Molina Healthcare, Inc.	1,713	$391,763
6	CNC	Centene Corp	3,894	$249,955

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$763,018	1,973	+9.6%	Shares	Sole	2026-08-05
2026-03-31	$527,242	1,801	-5.1%	Shares	Sole	2026-04-22
2025-12-31	$665,343	1,898	+3.4%	Shares	Sole	2026-01-26
2025-09-30	$593,248	1,836	-24.2%	Shares	Sole	2025-10-21
2025-06-30	$942,450	2,423	+20.6%	Shares	Sole	2025-07-24
2025-03-31	$873,834	2,009	+32.3%	Shares	Sole	2025-04-24
2024-12-31	$559,990	1,518	-9.9%	Shares	Sole	2025-02-10
2024-09-30	$875,680	1,684	+2.3%	Shares	Sole	2024-10-30
2024-06-30	$891,901	1,646	+1.0%	Shares	Sole	2024-08-08
2024-03-31	$844,701	1,629	+7.2%	Shares	Sole	2024-05-01
2023-12-31	$716,299	1,519	-1.5%	Shares	Sole	2024-02-01
2023-09-30	$671,417	1,542	-0.1%	Shares	Sole	2023-10-23
2023-06-30	$685,539	1,543	+19.1%	Shares	Sole	2023-07-21
2023-03-31	$595,913	1,296	+30.3%	Shares	Sole	2023-05-02
2022-12-31	$510,405	995	-3.4%	Shares	Sole	2023-01-27
2022-09-30	$467,867	1,030	+1.4%	Shares	Sole	2022-11-02
2022-06-30	$490,301	1,016	+19.5%	Shares	Sole	2022-07-15
2022-03-31	$417,537	850	+2.9%	Shares	Sole	2022-04-18
2021-12-31	$382,884	826	+6.6%	Shares	Sole	2022-01-25
2021-09-30	$288,920	775	+9.5%	Shares	Sole	2021-10-22
2021-06-30	$270,314	708	+3.8%	Shares	Sole	2021-07-26
2021-03-31	$244,803	682	+8.6%	Shares	Sole	2021-04-20
2020-12-31	$201,644	628	—	Shares	Sole	2021-01-21
No filing history on record for this holder in this stock.