Position in ELV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$306,290
+$57,160 QoQ
Shares Held
792
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,134
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, 2026IFP Advisors, Inc holds $22,478,166 across 10 Healthcare Plans names. ELV ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
39,233 | $16,306,411 | |
| 2 | CI |
Cigna Group
|
13,132 | $3,620,229 | |
| 3 | CVS |
CVS HEALTH Corp
|
9,638 | $997,051 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
2,924 | $668,718 | |
| 5 | CNC |
Centene Corp
|
6,263 | $402,021 | |
| 6 | ELV |
Elevance Health, Inc.
This page
|
792 | $306,290 | |
| 7 | OSCR |
Oscar Health, Inc.
|
2,139 | $61,004 | |
| 8 | HUM |
Humana Inc
|
148 | $58,788 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,290 | 792 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $249,130 | 851 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $271,676 | 775 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $244,278 | 756 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $273,827 | 704 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $286,638 | 659 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $434,933 | 1,179 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $601,640 | 1,157 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $462,748 | 854 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $392,016 | 756 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $358,857 | 761 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,168,231 | 2,683 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $576,244 | 1,297 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $653,390 | 1,421 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $672 | 2,897 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,339,553 | 2,949 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,314,547 | 2,724 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $486,799 | 991 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $529,826 | 1,143 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $293,766 | 788 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $379,509 | 994 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $285,365 | 795 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $289,944 | 903 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $229,644 | 855 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $285,596 | 1,086 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $245,884 | 1,083 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||