Ellevest, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1644128 NEW YORK, NY

Position in ELV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$311,317

-$4,560 QoQ

Shares Held

805

-25.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,127

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Ellevest, Inc. holds $4,416,489 across 5 Healthcare Plans names. ELV ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	15,873	$1,642,061
2	UNH	Unitedhealth Group Inc	3,451	$1,434,339
3	CI	Cigna Group	2,134	$588,301
4	CNC	Centene Corp	6,862	$440,471
5	ELV	Elevance Health, Inc. This page	805	$311,317

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,317	805	-25.4%	Shares	Sole	2026-08-10
2026-03-31	$315,877	1,079	-35.9%	Shares	Sole	2026-05-11
2025-12-31	$589,625	1,682	-2.2%	Shares	Sole	2026-02-10
2025-09-30	$555,443	1,719	+8.1%	Shares	Sole	2025-11-14
2025-06-30	$618,446	1,590	+6.5%	Shares	Sole	2025-08-05
2025-03-31	$649,395	1,493	+79.2%	Shares	Sole	2025-05-14
2024-12-31	$307,293	833	-28.4%	Shares	Sole	2025-02-14
2024-09-30	$604,760	1,163	+2.9%	Shares	Sole	2024-11-13
2024-06-30	$612,301	1,130	+55.4%	Shares	Sole	2024-08-14
2024-03-31	$376,978	727	-38.0%	Shares	Sole	2024-05-13
2023-12-31	$553,139	1,173	+6.5%	Shares	Sole	2024-02-06
2023-09-30	$479,397	1,101	+3.2%	Shares	Sole	2023-11-09
2023-06-30	$474,057	1,067	-0.1%	Shares	Sole	2023-08-09
2023-03-31	$491,077	1,068	-12.5%	Shares	Sole	2023-05-04
2022-12-31	$625,823	1,220	+4.9%	Shares	Sole	2023-02-03
2022-09-30	$528,281	1,163	-4.3%	Shares	Sole	2022-11-02
2022-06-30	$586,334	1,215	+14.0%	Shares	Sole	2022-07-18
2022-03-31	$523,640	1,066	+23.8%	Shares	Sole	2022-04-19
2021-12-31	$399,107	861	+19.7%	Shares	Sole	2022-01-24
2021-09-30	$268,043	719	+12.9%	Shares	Sole	2021-10-19
2021-06-30	$243,206	637	+18.8%	Shares	Sole	2021-07-13
2021-03-31	$192,397	536	+76.9%	Shares	Sole	2021-05-03
2020-12-31	$97,290	303	+2.4%	Shares	Sole	2021-02-04
2020-09-30	$79,502	296	-21.7%	Shares	Sole	2020-10-26
2020-06-30	$99,406	378	+86.2%	Shares	Sole	2020-07-06
2020-03-31	$46,089	203	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.