WHALEROCK POINT PARTNERS, LLC
Position in ELV — Elevance Health, Inc.
CIK 1389709
West Palm Beach, FL
Position in ELV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$213,474
-$25,601 QoQ
Shares Held
552
-19.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,291
of 1,594 holders
Holding Since
Jun 2020
24 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, 2026WHALEROCK POINT PARTNERS, LLC holds $4,663,982 across 3 Healthcare Plans names. ELV ranks #3 (4.6% of the industry book) .
All Filings in ELV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,474 | 552 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $239,075 | 682 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $220,367 | 682 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $265,270 | 682 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $296,642 | 682 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $323,525 | 877 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $456,040 | 877 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $475,211 | 877 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $454,759 | 877 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $413,558 | 877 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $381,863 | 877 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $389,642 | 877 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $388,539 | 845 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $433,459 | 845 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $383,832 | 845 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $407,780 | 845 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $415,080 | 845 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $391,691 | 845 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $315,016 | 845 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $322,621 | 845 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $303,312 | 845 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $271,321 | 845 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $60,969 | 227 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $222,218 | 845 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||