Position in ELV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,125,165
+$1,101,385 QoQ
Shares Held
8,081
+16.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#516
of 1,597 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Waverly Advisors, LLC holds $33,421,873 across 7 Healthcare Plans names. ELV ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
31,173 | $12,956,433 | |
| 2 | CVS |
CVS HEALTH Corp
|
90,642 | $9,376,914 | |
| 3 | CI |
Cigna Group
|
15,214 | $4,194,195 | |
| 4 | ELV |
Elevance Health, Inc.
This page
|
8,081 | $3,125,165 | |
| 5 | CNC |
Centene Corp
|
30,056 | $1,929,294 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
5,325 | $1,217,827 | |
| 7 | HUM |
Humana Inc
|
1,566 | $622,045 |
All Filings in ELV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,125,165 | 8,081 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,023,780 | 6,913 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,528,517 | 7,213 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,128,068 | 6,586 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,306,921 | 5,931 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,709,365 | 6,229 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,032,639 | 5,510 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,704,040 | 3,277 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,703,607 | 3,144 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,489,765 | 2,873 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,131,271 | 2,399 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $545,581 | 1,253 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $570,467 | 1,284 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $590,395 | 1,284 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $423,711 | 826 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $367,025 | 808 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $315,606 | 654 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $318,309 | 648 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $309,181 | 667 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $304,204 | 816 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $253,896 | 665 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $238,701 | 665 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $256,872 | 800 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||