Position in ELV
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$49,114
+$12,521 QoQ
Shares Held
127
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,404
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)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $817,198 across 10 Healthcare Plans names. ELV ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
802 | $333,335 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,759 | $285,418 | |
| 3 | CI |
Cigna Group
|
425 | $117,164 | |
| 4 | ELV |
Elevance Health, Inc.
This page
|
127 | $49,114 | |
| 5 | HUM |
Humana Inc
|
30 | $11,916 | |
| 6 | CNC |
Centene Corp
|
177 | $11,361 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
24 | $5,488 | |
| 8 | OSCR |
Oscar Health, Inc.
|
78 | $2,224 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,114 | 127 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $36,593 | 125 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $45,922 | 131 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $63,331 | 196 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $84,015 | 216 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $92,211 | 212 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $74,148 | 201 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $154,960 | 298 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $160,390 | 296 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $144,672 | 279 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $135,809 | 288 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $94,050 | 216 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $35,543 | 80 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $40,003 | 87 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $48,219 | 94 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $42,244 | 93 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $54,048 | 112 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $37,823 | 77 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $21,786 | 47 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $8,574 | 23 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $8,781 | 23 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $8,255 | 23 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $7,385 | 23 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $268 | 1 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $262 | 1 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $227 | 1 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||