Position in ELV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,546,920
+$375,920 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#651
of 1,592 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Wakefield Asset Management LLLP holds $1,970,364 across 2 Healthcare Plans names. ELV ranks #1 (78.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
4,000 | $1,546,920 | |
| 2 | CI |
Cigna Group
|
1,536 | $423,444 |
All Filings in ELV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,546,920 | 4,000 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,171,000 | 4,000 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,402,200 | 4,000 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,292,480 | 4,000 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,555,840 | 4,000 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,739,840 | 4,000 | Shares | Defined | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||