Position in ELV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,222,066
+$405,587 QoQ
Shares Held
3,160
+13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#701
of 1,592 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Sendero Wealth Management, LLC holds $16,223,501 across 5 Healthcare Plans names. ELV ranks #5 (7.5% of the industry book) .
All Filings in ELV
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,222,066 | 3,160 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $816,479 | 2,789 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $628,886 | 1,794 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $581,616 | 1,800 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $716,464 | 1,842 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $774,663 | 1,781 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $654,428 | 1,774 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $922,480 | 1,774 | Shares | Other | 2024-10-09 | |
| 2024-06-30 | $961,259 | 1,774 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $919,889 | 1,774 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $1,163,810 | 2,468 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $860,389 | 1,976 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $410,079 | 923 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $398,195 | 866 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $387,805 | 756 | Shares | Other | 2023-02-01 | |
| 2022-09-30 | $408,361 | 899 | Shares | Other | 2022-10-27 | |
| 2022-06-30 | $338,288 | 701 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $307,994 | 627 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $395,399 | 853 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||