Position in ELV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$371,647
+$136,862 QoQ
Shares Held
961
+19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,064
of 1,597 holders
Holding Since
Mar 2026
2 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, 2026Aegis Wealth Management LLC holds $371,647 across 1 Healthcare Plans name. ELV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
961 | $371,647 |
All Filings in ELV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,647 | 961 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $234,785 | 802 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||