Fort Point Capital Partners LLC

Position in ELV — Elevance Health, Inc.

CIK 1589282 San Francisco, CA

Position in ELV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$277,285

+$57,137 QoQ

Shares Held

717

-4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,170

of 1,597 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Fort Point Capital Partners LLC holds $1,583,358 across 4 Healthcare Plans names. ELV ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,042	$848,716
2	ELV	Elevance Health, Inc. This page	717	$277,285
3	CI	Cigna Group	895	$246,733
4	CVS	CVS HEALTH Corp	2,036	$210,624

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,285	717	-4.7%	Shares	Sole	2026-08-14
2026-03-31	$220,148	752	+12.6%	Shares	Sole	2026-05-14
2025-12-31	$234,167	668	0.0%	Shares	Sole	2026-02-13
2025-09-30	$215,844	668	+7.1%	Shares	Sole	2025-11-14
2025-06-30	$242,711	624	-15.7%	Shares	Sole	2025-08-14
2025-03-31	$321,870	740	+4.4%	Shares	Sole	2025-05-15
2024-12-31	$261,550	709	-6.6%	Shares	Sole	2025-02-11
2024-09-30	$394,680	759	-1.7%	Shares	Sole	2024-11-14
2024-06-30	$418,315	772	-1.4%	Shares	Sole	2024-08-14
2024-03-31	$406,016	783	0.0%	Shares	Sole	2024-05-15
2023-12-31	$369,231	783	-0.1%	Shares	Sole	2024-02-09
2023-09-30	$341,369	784	+3.6%	Shares	Sole	2023-11-08
2023-06-30	$336,327	757	+2.4%	Shares	Sole	2023-08-14
2023-03-31	$339,799	739	+6.2%	Shares	Sole	2023-05-11
2022-12-31	$357,027	696	+0.7%	Shares	Sole	2023-02-14
2022-09-30	$313,879	691	0.0%	Shares	Sole	2022-11-09
2022-06-30	$333,462	691	0.0%	Shares	Sole	2022-08-15
2022-03-31	$339,433	691	-0.7%	Shares	Sole	2022-05-13
2021-12-31	$322,623	696	-5.7%	Shares	Sole	2022-02-14
2021-09-30	$275,126	738	+4.2%	Shares	Sole	2021-11-12
2021-06-30	$270,314	708	0.0%	Shares	Sole	2021-07-30
2021-03-31	$254,136	708	0.0%	Shares	Sole	2021-05-10
2020-12-31	$227,331	708	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.