Position in ELV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,101,407
-$23,924 QoQ
Shares Held
2,848
-25.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#734
of 1,597 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026IPG Investment Advisors LLC holds $1,885,700 across 2 Healthcare Plans names. ELV ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
2,848 | $1,101,407 | |
| 2 | UNH |
Unitedhealth Group Inc
|
1,887 | $784,293 |
All Filings in ELV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101,407 | 2,848 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,125,331 | 3,844 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $775,416 | 2,212 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,053,427 | 6,355 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||