Position in ELV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$212,243
-$41,905 QoQ
Shares Held
725
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026Strategic Financial Services, Inc. holds $983,153 across 2 Healthcare Plans names. ELV ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,849 | $770,910 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
725 | $212,243 |
All Filings in ELV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,243 | 725 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $254,148 | 725 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $382,574 | 1,184 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $487,755 | 1,254 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $545,439 | 1,254 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $537,856 | 1,458 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $927,160 | 1,783 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,071,799 | 1,978 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,080,118 | 2,083 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,809,375 | 3,837 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,911,493 | 4,390 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,969,981 | 4,434 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,064,546 | 4,490 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,424,809 | 4,727 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,313,898 | 5,094 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,572,633 | 5,331 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,864,303 | 5,831 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,763,161 | 5,961 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,277,435 | 6,109 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,387,013 | 6,252 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,278,973 | 6,349 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,242,492 | 6,984 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,900,005 | 7,074 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,939,214 | 7,374 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,520,144 | 11,100 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||