UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in ELV — Elevance Health, Inc.
CIK 1463217
IRVING, TX
Position in ELV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,636,422
+$1,256,950 QoQ
Shares Held
9,403
+15.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#489
of 1,597 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Derivatives in ELV
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$400
PutShares
208,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $32,594,540 across 7 Healthcare Plans names. ELV ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
36,707 | $15,256,530 | |
| 2 | CVS |
CVS HEALTH Corp
|
48,048 | $4,970,565 | |
| 3 | ELV |
Elevance Health, Inc.
This page
|
9,403 | $3,636,422 | |
| 4 | CI |
Cigna Group
|
12,551 | $3,460,059 | |
| 5 | HUM |
Humana Inc
|
6,495 | $2,579,943 | |
| 6 | CNC |
Centene Corp
|
35,702 | $2,291,711 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
1,746 | $399,310 |
All Filings in ELV
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,636,422 | 9,403 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,379,472 | 8,128 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,072,220 | 8,764 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,781,740 | 8,609 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,818,031 | 9,816 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,113,008 | 7,157 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,248,814 | 6,096 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $400 | 208,000 | Put | Defined | 2024-11-12 | |
| 2024-09-30 | $3,887,000 | 7,475 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $216,744 | 400 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $4,178,282 | 7,711 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,922,755 | 7,565 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $207,416 | 400 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $3,635,727 | 7,710 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $991,451 | 2,277 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,211,134 | 2,726 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,440,124 | 3,132 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $2,423,783 | 4,725 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $2,364,319 | 5,205 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,468,879 | 5,116 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $4,235,298 | 8,622 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,039,751 | 8,715 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,241,123 | 8,694 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,305,242 | 8,657 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,098,456 | 8,632 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,823,344 | 8,793 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $2,900,234 | 10,798 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,188,519 | 8,322 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,916,898 | 8,443 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||