Position in ELV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$938,206
+$610,034 QoQ
Shares Held
2,426
+116.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#776
of 1,597 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 20%
Shared 80%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $17,672,280 across 8 Healthcare Plans names. ELV ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
21,037 | $8,743,607 | |
| 2 | CVS |
CVS HEALTH Corp
|
21,647 | $2,239,381 | |
| 3 | CI |
Cigna Group
|
6,580 | $1,813,973 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
6,914 | $1,581,231 | |
| 5 | HUM |
Humana Inc
|
2,867 | $1,138,828 | |
| 6 | ELV |
Elevance Health, Inc.
This page
|
2,426 | $938,206 | |
| 7 | CLOV |
Clover Health Investments, Corp. /De
|
142,078 | $744,488 | |
| 8 | CNC |
Centene Corp
|
7,362 | $472,566 |
All Filings in ELV
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,206 | 2,426 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $328,172 | 1,121 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $388,409 | 1,108 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $313,426 | 970 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $428,244 | 1,101 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $529,780 | 1,218 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $326,476 | 885 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,412,560 | 16,178 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $740,180 | 1,366 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $607,728 | 1,172 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $523,431 | 1,110 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $444,998 | 1,022 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $448,732 | 1,010 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $341,638 | 743 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $487,833 | 951 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $331,594 | 730 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $458,933 | 951 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $393,467 | 801 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $286,931 | 619 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $224,425 | 602 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $229,080 | 600 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $227,933 | 635 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||