WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in ELV — Elevance Health, Inc.
CIK 1632972
PLYMOUTH, MN
Position in ELV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,173,957
-$5,154,535 QoQ
Shares Held
34,065
-45.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#82
of 791 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $252,694,651 across 11 Healthcare Plans names. ELV ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
214,789 | $89,272,752 | |
| 2 | CI |
Cigna Group
|
176,905 | $48,769,170 | |
| 3 | CVS |
CVS HEALTH Corp
|
428,345 | $44,312,290 | |
| 4 | CNC |
Centene Corp
|
618,349 | $39,691,822 | |
| 5 | ELV |
Elevance Health, Inc.
This page
|
34,065 | $13,173,957 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
52,673 | $12,046,315 | |
| 7 | HUM |
Humana Inc
|
7,907 | $3,140,818 | |
| 8 | PGNY |
Progyny, Inc.
|
34,126 | $983,852 |
All Filings in ELV
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,173,957 | 34,065 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $18,328,492 | 62,608 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $15,517,446 | 44,266 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $13,933,580 | 43,122 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $24,641,782 | 63,353 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $11,990,107 | 27,566 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,435,548 | 20,156 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $10,622,040 | 20,427 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,764,311 | 14,329 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,882,317 | 11,344 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,935,818 | 10,467 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $4,079,014 | 9,368 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $231,744 | 504 | Shares | Sole | 2023-04-25 | |
| 2021-03-31 | $5,208,364 | 14,510 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,494,938 | 13,999 | Shares | Sole | 2021-02-10 | |
| 2020-03-31 | $2,475,417 | 10,903 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||