Position in ELV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$92,428
+$24,218 QoQ
Shares Held
239
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,368
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, 2026Clearstead Trust, LLC holds $1,262,492 across 8 Healthcare Plans names. ELV ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,531 | $1,051,959 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
239 | $92,428 | |
| 3 | CVS |
CVS HEALTH Corp
|
734 | $75,932 | |
| 4 | CI |
Cigna Group
|
52 | $14,335 | |
| 5 | HUM |
Humana Inc
|
35 | $13,902 | |
| 6 | CNC |
Centene Corp
|
141 | $9,050 | |
| 7 | PGNY |
Progyny, Inc.
|
114 | $3,286 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
7 | $1,600 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,428 | 239 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $68,210 | 233 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $90,441 | 258 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $81,749 | 253 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $102,296 | 263 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $74,813 | 172 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $49,063 | 133 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $392,080 | 754 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $408,562 | 754 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $390,979 | 754 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $357,442 | 758 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $332,225 | 763 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $351,877 | 792 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $364,169 | 792 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $406,272 | 792 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $359,758 | 792 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $382,203 | 792 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $389,046 | 792 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $367,123 | 792 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $295,257 | 792 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $302,385 | 792 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $284,288 | 792 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $254,303 | 792 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $212,723 | 792 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $208,280 | 792 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $179,815 | 792 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||