OneDigital Investment Advisors LLC
Position in ELV — Elevance Health, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in ELV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,098,867
+$1,006,583 QoQ
Shares Held
8,013
+12.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#518
of 1,597 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $47,238,638 across 7 Healthcare Plans names. ELV ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
54,979 | $22,850,921 | |
| 2 | CVS |
CVS HEALTH Corp
|
159,641 | $16,514,861 | |
| 3 | CI |
Cigna Group
|
14,179 | $3,908,866 | |
| 4 | ELV |
Elevance Health, Inc.
This page
|
8,013 | $3,098,867 | |
| 5 | HUM |
Humana Inc
|
932 | $370,209 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
1,283 | $293,422 | |
| 7 | CNC |
Centene Corp
|
3,139 | $201,492 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,098,867 | 8,013 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,092,284 | 7,147 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,112,063 | 6,025 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,854,062 | 5,738 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,733,221 | 7,027 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,335,273 | 7,668 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,885,904 | 7,823 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,654,560 | 7,028 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,298,301 | 6,087 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,970,460 | 7,657 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,145,305 | 6,670 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,537,032 | 3,530 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,352,863 | 3,045 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,555,997 | 3,384 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,073,646 | 2,093 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $968,893 | 2,133 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $601,294 | 1,246 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $666,094 | 1,356 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $632,268 | 1,364 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $548,016 | 1,470 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $582,245 | 1,525 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $594,421 | 1,656 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $526,908 | 1,641 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $464,392 | 1,729 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $546,209 | 2,077 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $471,335 | 2,076 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||