Position in ELV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$21,899,358
-$3,650,690 QoQ
Shares Held
56,627
-35.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#243
of 1,597 holders
Holding Since
Dec 2022
15 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, 2026Vest Financial, LLC holds $43,037,362 across 3 Healthcare Plans names. ELV ranks #1 (50.9% of the industry book) .
All Filings in ELV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,899,358 | 56,627 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $25,550,048 | 87,276 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $23,239,361 | 66,294 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $28,751,863 | 88,982 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $38,817,818 | 99,799 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $36,967,250 | 84,990 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $33,427,135 | 90,613 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $26,925,080 | 51,779 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $22,649,747 | 41,800 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $18,062,303 | 34,833 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $13,101,823 | 27,784 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $9,062,831 | 20,814 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $5,235,513 | 11,784 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $1,340,346 | 2,915 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $387,805 | 756 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||