Position in ELV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$581,248
-$7,760 QoQ
Shares Held
1,503
-25.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#920
of 1,597 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $7,642,497 across 11 Healthcare Plans names. ELV ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
5,620 | $2,335,836 | |
| 2 | CNC |
Centene Corp
|
23,418 | $1,503,196 | |
| 3 | CVS |
CVS HEALTH Corp
|
14,501 | $1,500,123 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
3,674 | $840,240 | |
| 5 | CI |
Cigna Group
|
2,169 | $597,946 | |
| 6 | ELV |
Elevance Health, Inc.
This page
|
1,503 | $581,248 | |
| 7 | HUM |
Humana Inc
|
453 | $179,935 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
1,874 | $44,616 |
All Filings in ELV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,248 | 1,503 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $589,008 | 2,012 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $701,445 | 2,001 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $666,916 | 2,064 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $957,227 | 2,461 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $738,124 | 1,697 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $536,007 | 1,453 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $915,720 | 1,761 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $775,397 | 1,431 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $514,907 | 993 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $530,029 | 1,124 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $459,800 | 1,056 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $478,054 | 1,076 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $445,093 | 968 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $531,947 | 1,037 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $524,191 | 1,154 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $433,355 | 898 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $345,816 | 704 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $255,408 | 551 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||