Position in ELV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$998,150
+$523,856 QoQ
Shares Held
2,581
+90.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#759
of 1,597 holders
Holding Since
Mar 2020
5 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, 2026STONERIDGE INVESTMENT PARTNERS LLC holds $2,152,770 across 2 Healthcare Plans names. ELV ranks #2 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,778 | $1,154,620 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
2,581 | $998,150 |
All Filings in ELV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $998,150 | 2,581 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $474,294 | 1,353 | Shares | Sole | 2026-02-05 | |
| 2023-03-31 | $1,393,224 | 3,030 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $447,309 | 872 | Shares | Sole | 2023-02-06 | |
| 2020-03-31 | $1,933,018 | 8,514 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||