Position in ELV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$926,218
+$520,760 QoQ
Shares Held
2,395
+72.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#782
of 1,597 holders
Holding Since
Sep 2024
8 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, 2026Crestwood Advisors Group, LLC holds $9,153,147 across 7 Healthcare Plans names. ELV ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
8,258 | $3,432,272 | |
| 2 | CVS |
CVS HEALTH Corp
|
23,110 | $2,390,729 | |
| 3 | ELV |
Elevance Health, Inc.
This page
|
2,395 | $926,218 | |
| 4 | CI |
Cigna Group
|
3,008 | $829,245 | |
| 5 | CNC |
Centene Corp
|
11,390 | $731,124 | |
| 6 | HUM |
Humana Inc
|
1,351 | $536,644 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
1,342 | $306,915 |
All Filings in ELV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $926,218 | 2,395 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $405,458 | 1,385 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $505,142 | 1,441 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $341,860 | 1,058 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $423,966 | 1,090 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $457,577 | 1,052 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $246,794 | 669 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $274,040 | 527 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||