Position in ELV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,123,450
+$426,705 QoQ
Shares Held
2,905
+22.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#730
of 1,597 holders
Holding Since
Mar 2020
26 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, 2026EAGLE GLOBAL ADVISORS LLC holds $18,434,855 across 2 Healthcare Plans names. ELV ranks #2 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
41,651 | $17,311,405 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
2,905 | $1,123,450 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,123,450 | 2,905 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $696,745 | 2,380 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,862,142 | 30,986 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,171,817 | 31,480 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $13,229,307 | 34,012 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $23,160,750 | 53,248 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $18,735,324 | 50,787 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $28,071,680 | 53,984 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,348,221 | 54,162 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,284,282 | 54,546 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,842,431 | 54,802 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $24,140,120 | 55,441 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $24,696,303 | 55,586 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $26,743,009 | 58,161 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $29,693,268 | 57,885 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $26,680,240 | 58,736 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $28,468,841 | 58,993 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $29,052,715 | 59,144 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $27,601,025 | 59,544 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $22,492,515 | 60,334 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $23,114,553 | 60,541 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $21,732,986 | 60,546 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $19,941,294 | 62,105 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $16,916,603 | 62,983 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $16,605,609 | 63,144 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $14,351,879 | 63,213 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||