Position in ELV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,997,073
+$487,655 QoQ
Shares Held
5,164
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#589
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, 2026Baird Financial Group, Inc. holds $102,035,623 across 7 Healthcare Plans names. ELV ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
149,809 | $62,265,113 | |
| 2 | CVS |
CVS HEALTH Corp
|
261,756 | $27,078,657 | |
| 3 | HUM |
Humana Inc
|
11,228 | $4,459,984 | |
| 4 | ALHC |
Alignment Healthcare, Inc.
|
167,834 | $3,996,127 | |
| 5 | ELV |
Elevance Health, Inc.
This page
|
5,164 | $1,997,073 | |
| 6 | CI |
Cigna Group
|
6,229 | $1,717,210 | |
| 7 | OSCR |
Oscar Health, Inc.
|
18,284 | $521,459 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,997,073 | 5,164 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,509,418 | 5,156 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,989,959 | 11,382 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,029,628 | 12,471 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,937,246 | 40,974 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $18,083,461 | 41,575 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,951,094 | 16,132 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,078,120 | 19,381 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,797,911 | 18,082 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,010,668 | 17,377 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,687,369 | 16,302 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,924,483 | 15,903 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $13,604,602 | 30,621 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,874,990 | 12,777 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,638,856 | 12,942 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,244,654 | 11,546 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $7,354,035 | 15,239 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $7,304,441 | 14,870 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,866,417 | 14,813 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $5,511,102 | 14,783 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,208,199 | 11,022 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $3,799,844 | 10,586 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,694,782 | 11,507 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,339,647 | 12,434 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,283,830 | 12,487 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $2,532,177 | 11,153 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||