Position in ELV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,206,461
+$2,781,355 QoQ
Shares Held
10,877
+123.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#468
of 1,597 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Derivatives in ELV
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$773,460
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Lido Advisors, LLC holds $104,460,634 across 8 Healthcare Plans names. ELV ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
195,496 | $81,254,001 | |
| 2 | CI |
Cigna Group
|
26,740 | $7,371,681 | |
| 3 | CVS |
CVS HEALTH Corp
|
55,999 | $5,793,094 | |
| 4 | ELV |
Elevance Health, Inc.
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|
10,877 | $4,206,461 | |
| 5 | CNC |
Centene Corp
|
45,022 | $2,889,961 | |
| 6 | HUM |
Humana Inc
|
5,433 | $2,158,096 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
3,202 | $732,297 | |
| 8 | OSCR |
Oscar Health, Inc.
|
1,930 | $55,043 |
All Filings in ELV
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36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,460 | 2,000 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $4,206,461 | 10,877 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,425,106 | 4,868 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,703,673 | 4,860 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,405,572 | 4,350 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,048,651 | 5,267 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,241,782 | 5,154 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,604,345 | 4,349 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $405,790 | 1,100 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $572,000 | 1,100 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $2,427,880 | 4,669 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,250,885 | 4,154 | Shares | Sole | 2024-08-15 | |
| 2024-06-30 | $596,046 | 1,100 | Put | Sole | 2024-08-15 | |
| 2024-03-31 | $1,862,076 | 3,591 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $570,394 | 1,100 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $1,642,914 | 3,484 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $518,716 | 1,100 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $478,962 | 1,100 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $1,495,231 | 3,434 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $488,719 | 1,100 | Put | Sole | 2023-08-09 | |
| 2023-06-30 | $1,384,851 | 3,117 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,147,224 | 2,495 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,362,961 | 2,657 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,188,746 | 2,617 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,366,666 | 2,832 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,357,732 | 2,764 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $943,767 | 2,036 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $624,624 | 1,636 | Shares | Sole | 2021-08-12 | |
| 2021-06-30 | $267,260 | 700 | Put | Sole | 2021-08-12 | |
| 2021-03-31 | $494,633 | 1,378 | Shares | Sole | 2021-05-13 | |
| 2021-03-31 | $251,265 | 700 | Put | Sole | 2021-11-12 | |
| 2020-12-31 | $224,763 | 700 | Put | Sole | 2021-11-12 | |
| 2020-12-31 | $386,271 | 1,203 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $308,072 | 1,147 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $278,495 | 1,059 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $239,527 | 1,055 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||