Transamerica Financial Advisors, LLC
Position in ELV — Elevance Health, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in ELV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$93,975
-$209,606 QoQ
Shares Held
243
-76.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,362
of 1,594 holders
Holding Since
Jun 2020
9 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 Jun 30, 2026Transamerica Financial Advisors, LLC holds $4,605,555 across 10 Healthcare Plans names. ELV ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
6,539 | $2,717,804 | |
| 2 | CI |
Cigna Group
|
3,652 | $1,006,783 | |
| 3 | CVS |
CVS HEALTH Corp
|
3,755 | $388,454 | |
| 4 | HUM |
Humana Inc
|
503 | $199,801 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
6,249 | $148,788 | |
| 6 | ELV |
Elevance Health, Inc.
This page
|
243 | $93,975 | |
| 7 | CNC |
Centene Corp
|
656 | $42,108 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
33 | $7,547 |
All Filings in ELV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,975 | 243 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $303,581 | 1,037 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $331,620 | 946 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $328,936 | 1,018 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $239,599 | 616 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $186,162 | 428 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $75,993 | 206 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1 | 1 | Shares | Sole | 2024-11-13 | |
| 2020-06-30 | $222,481 | 846 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||