Perigon Wealth Management, LLC
Position in ELV — Elevance Health, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in ELV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$796,663
+$462,343 QoQ
Shares Held
2,060
+80.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#813
of 1,592 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Perigon Wealth Management, LLC holds $14,407,436 across 9 Healthcare Plans names. ELV ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
10,008 | $4,159,625 | |
| 2 | CVS |
CVS HEALTH Corp
|
34,184 | $3,536,334 | |
| 3 | CI |
Cigna Group
|
11,641 | $3,209,190 | |
| 4 | OSCR |
Oscar Health, Inc.
|
42,945 | $1,224,791 | |
| 5 | CNC |
Centene Corp
|
14,894 | $956,045 | |
| 6 | ELV |
Elevance Health, Inc.
This page
|
2,060 | $796,663 | |
| 7 | HUM |
Humana Inc
|
602 | $239,126 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
981 | $224,354 |
All Filings in ELV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,663 | 2,060 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $334,320 | 1,142 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $480,604 | 1,371 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $433,627 | 1,342 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $580,717 | 1,493 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,767,242 | 4,063 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,510,645 | 4,095 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,159,080 | 2,229 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,232,189 | 2,274 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,228,421 | 2,369 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $951,608 | 2,018 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $810,316 | 1,861 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $948,559 | 2,135 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $965,141 | 2,099 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,170,084 | 2,281 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $834,438 | 1,837 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $823,281 | 1,706 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $789,390 | 1,607 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $714,778 | 1,542 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $548,016 | 1,470 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $571,936 | 1,498 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $493,197 | 1,374 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $243,386 | 758 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||