Position in ELV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$20,496
+$6,152 QoQ
Shares Held
53
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,458
of 1,597 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $185,238 across 8 Healthcare Plans names. ELV ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
277 | $115,129 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
53 | $20,496 | |
| 3 | CVS |
CVS HEALTH Corp
|
188 | $19,448 | |
| 4 | CI |
Cigna Group
|
64 | $17,643 | |
| 5 | HUM |
Humana Inc
|
17 | $6,752 | |
| 6 | CNC |
Centene Corp
|
77 | $4,942 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
3 | $686 | |
| 8 | OSCR |
Oscar Health, Inc.
|
5 | $142 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,496 | 53 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,344 | 49 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $17,878 | 51 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $15,186 | 47 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $16,725 | 43 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $18,703 | 43 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $15,862 | 43 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $27,040 | 52 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $28,176 | 52 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $26,964 | 52 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $24,521 | 52 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $22,641 | 52 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $11,551 | 26 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $11,955 | 26 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $13,337 | 26 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $13,172 | 29 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $14,959 | 31 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $14,245 | 29 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $12,515 | 27 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $10,065 | 27 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $9,926 | 26 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $9,332 | 26 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $6,742 | 21 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $5,640 | 21 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $6,574 | 25 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $5,448 | 24 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||