Position in ELV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$249,827
+$8,299 QoQ
Shares Held
646
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,212
of 1,597 holders
Holding Since
Jun 2020
24 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, 2026Ascent Wealth Partners, LLC holds $1,648,421 across 2 Healthcare Plans names. ELV ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
3,365 | $1,398,594 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
646 | $249,827 |
All Filings in ELV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,827 | 646 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $241,528 | 689 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $247,186 | 765 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $308,445 | 793 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $461,057 | 1,060 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $316,516 | 858 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $530,920 | 1,021 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $555,948 | 1,026 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $618,618 | 1,193 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $552,668 | 1,172 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $512,924 | 1,178 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $446,955 | 1,006 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $388,999 | 846 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $425,252 | 829 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $449,243 | 989 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $477,271 | 989 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $500,061 | 1,018 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $483,935 | 1,044 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $389,576 | 1,045 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $392,872 | 1,029 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $345,668 | 963 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $300,219 | 935 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $223,466 | 832 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $216,169 | 822 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||