Position in ELV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,554,686
+$1,002,975 QoQ
Shares Held
16,949
-10.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#409
of 1,597 holders
Holding Since
Mar 2020
26 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, 2026NewEdge Advisors, LLC holds $82,661,702 across 9 Healthcare Plans names. ELV ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
94,610 | $39,322,754 | |
| 2 | CVS |
CVS HEALTH Corp
|
182,038 | $18,831,831 | |
| 3 | CI |
Cigna Group
|
37,264 | $10,272,939 | |
| 4 | ELV |
Elevance Health, Inc.
This page
|
16,949 | $6,554,686 | |
| 5 | CNC |
Centene Corp
|
42,527 | $2,729,808 | |
| 6 | OSCR |
Oscar Health, Inc.
|
94,411 | $2,692,601 | |
| 7 | HUM |
Humana Inc
|
3,514 | $1,395,831 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
3,704 | $847,104 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,554,686 | 16,949 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,551,711 | 18,964 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $5,475,941 | 15,621 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,919,178 | 15,224 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,346,644 | 13,746 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,051,163 | 13,912 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,198,450 | 11,381 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,621,120 | 14,656 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,783,277 | 14,364 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $6,156,106 | 11,872 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,520,260 | 13,827 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,073,238 | 13,948 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,732,673 | 12,903 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,385,294 | 11,712 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,959,755 | 15,517 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,726,858 | 19,212 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,837,099 | 16,240 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,576,086 | 15,423 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,004,522 | 8,639 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,956,826 | 5,249 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,985,360 | 5,200 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,421,083 | 3,959 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,214,041 | 3,781 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $990,022 | 3,686 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,027,462 | 3,907 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $903,619 | 3,980 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||