Position in ELV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,173,502
+$1,538,789 QoQ
Shares Held
8,206
+47.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#514
of 1,597 holders
Holding Since
Dec 2021
19 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, 2026Merit Financial Group, LLC holds $40,594,171 across 8 Healthcare Plans names. ELV ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
31,551 | $13,113,535 | |
| 2 | CNC |
Centene Corp
|
131,756 | $8,457,414 | |
| 3 | CVS |
CVS HEALTH Corp
|
64,529 | $6,675,521 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
17,245 | $3,943,927 | |
| 5 | CI |
Cigna Group
|
12,075 | $3,328,829 | |
| 6 | ELV |
Elevance Health, Inc.
This page
|
8,206 | $3,173,502 | |
| 7 | HUM |
Humana Inc
|
3,825 | $1,519,362 | |
| 8 | PGNY |
Progyny, Inc.
|
13,253 | $382,081 |
All Filings in ELV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,173,502 | 8,206 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,634,713 | 5,584 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $2,555,507 | 7,290 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,252,790 | 6,972 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,338,411 | 3,441 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,780,699 | 6,393 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,260,900 | 3,418 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,677,520 | 3,226 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,920,351 | 3,544 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,803,482 | 3,478 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $878,987 | 1,864 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,214,821 | 2,790 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,195,584 | 2,691 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $787,654 | 1,713 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $671,990 | 1,310 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $563,257 | 1,240 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $642,313 | 1,331 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $254,451 | 518 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $224,816 | 485 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||