Position in ELV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$921,190
+$225,031 QoQ
Shares Held
2,382
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#783
of 1,597 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Mutual Advisors, LLC holds $16,277,538 across 8 Healthcare Plans names. ELV ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
16,829 | $6,994,637 | |
| 2 | OSCR |
Oscar Health, Inc.
|
76,870 | $2,192,332 | |
| 3 | CI |
Cigna Group
|
6,408 | $1,766,557 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
7,559 | $1,728,743 | |
| 5 | PGNY |
Progyny, Inc.
|
46,979 | $1,354,404 | |
| 6 | CVS |
CVS HEALTH Corp
|
10,161 | $1,051,155 | |
| 7 | ELV |
Elevance Health, Inc.
This page
|
2,382 | $921,190 | |
| 8 | HUM |
Humana Inc
|
676 | $268,520 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,190 | 2,382 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $696,159 | 2,378 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $802,759 | 2,290 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $729,604 | 2,258 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $921,835 | 2,370 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $880,794 | 2,025 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $797,930 | 2,163 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,097,720 | 2,111 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,555,138 | 2,870 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,391,242 | 2,683 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,041,676 | 2,209 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $964,455 | 2,215 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $788,614 | 1,775 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $886,053 | 1,927 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $865,893 | 1,688 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $759,035 | 1,671 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $776,953 | 1,610 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $759,426 | 1,546 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $849,668 | 1,833 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $731,433 | 1,962 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $757,491 | 1,984 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $693,850 | 1,933 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $662,408 | 2,063 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $807,918 | 3,008 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,412,465 | 5,371 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,212,847 | 5,342 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||