BURNEY CO/

Position in ELV — Elevance Health, Inc.

CIK 940445 RESTON, VA

Position in ELV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,662,165

+$398,071 QoQ

Shares Held

4,298

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#631

of 1,592 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

BURNEY CO/ holds $19,924,839 across 6 Healthcare Plans names. ELV ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	19,625	$8,156,738
2	CVS	CVS HEALTH Corp	66,339	$6,862,769
3	ELV	Elevance Health, Inc. This page	4,298	$1,662,165
4	CI	Cigna Group	5,702	$1,571,927
5	HUM	Humana Inc	3,129	$1,242,901
6	CNC	Centene Corp	6,673	$428,339

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,662,165	4,298	-0.5%	Shares	Sole	2026-07-15
2026-03-31	$1,264,094	4,318	-1.7%	Shares	Sole	2026-04-29
2025-12-31	$1,539,265	4,391	-23.2%	Shares	Sole	2026-01-23
2025-09-30	$1,848,246	5,720	-7.3%	Shares	Sole	2025-10-16
2025-06-30	$2,401,050	6,173	-5.3%	Shares	Sole	2025-08-05
2025-03-31	$2,835,504	6,519	-4.7%	Shares	Sole	2025-05-06
2024-12-31	$2,523,276	6,840	-6.8%	Shares	Sole	2025-01-14
2024-09-30	$3,815,760	7,338	-15.2%	Shares	Sole	2024-10-18
2024-06-30	$4,691,423	8,658	-2.8%	Shares	Sole	2024-07-29
2024-03-31	$4,620,191	8,910	+0.3%	Shares	Sole	2024-05-22
2023-12-31	$4,188,395	8,882	-2.9%	Shares	Sole	2024-02-12
2023-09-30	$3,982,786	9,147	+0.6%	Shares	Sole	2023-11-08
2023-06-30	$4,039,040	9,091	-5.9%	Shares	Sole	2023-08-09
2023-03-31	$4,444,523	9,666	+30.7%	Shares	Sole	2023-05-10
2022-12-31	$3,794,952	7,398	+1.1%	Shares	Sole	2023-02-06
2022-09-30	$3,322,311	7,314	-2.4%	Shares	Sole	2022-11-15
2022-06-30	$3,616,454	7,494	-0.7%	Shares	Sole	2022-08-12
2022-03-31	$3,705,763	7,544	-0.6%	Shares	Sole	2022-05-09
2021-12-31	$3,517,805	7,589	+1.7%	Shares	Sole	2022-02-11
2021-09-30	$2,782,206	7,463	-1.7%	Shares	Sole	2021-11-12
2021-06-30	$2,898,243	7,591	-6.5%	Shares	Sole	2021-08-06
2021-03-31	$2,913,238	8,116	+0.1%	Shares	Sole	2021-05-13
2020-12-31	$2,604,039	8,110	-18.9%	Shares	Sole	2021-02-11
2020-09-30	$2,687,511	10,006	-3.1%	Shares	Sole	2020-12-14
2020-06-30	$2,714,216	10,321	-4.0%	Shares	Sole	2020-08-13
2020-03-31	$2,441,361	10,753	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.