Position in ELV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,354,747
+$4,415,279 QoQ
Shares Held
16,432
+148.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#413
of 1,597 holders
Holding Since
Mar 2020
25 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, 2026Sequoia Financial Advisors, LLC holds $44,871,549 across 7 Healthcare Plans names. ELV ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
56,842 | $23,625,240 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
16,432 | $6,354,747 | |
| 3 | CVS |
CVS HEALTH Corp
|
55,759 | $5,768,268 | |
| 4 | CI |
Cigna Group
|
12,092 | $3,333,522 | |
| 5 | CNC |
Centene Corp
|
37,577 | $2,412,067 | |
| 6 | HUM |
Humana Inc
|
5,753 | $2,285,206 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
4,777 | $1,092,499 |
All Filings in ELV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,354,747 | 16,432 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,939,468 | 6,625 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,138,123 | 8,952 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,428,893 | 7,517 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,676,044 | 6,880 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,921,626 | 6,717 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,141,095 | 5,804 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,465,800 | 6,665 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,428,890 | 6,328 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,150,130 | 6,075 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,684,477 | 9,934 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,127,897 | 4,887 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,053,064 | 4,621 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,072,363 | 4,507 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,237,062 | 4,361 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,385,432 | 3,050 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,786,511 | 3,702 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,679,972 | 3,420 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,229,308 | 2,652 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $951,827 | 2,493 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $602,318 | 1,678 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $463,011 | 1,442 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $387,575 | 1,443 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $378,954 | 1,441 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $317,628 | 1,399 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||