Strategic Wealth Partners, Ltd.
Position in ELV — Elevance Health, Inc.
CIK 1720777
INDEPENDENCE, OH
Position in ELV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$173,255
+$39,176 QoQ
Shares Held
448
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,326
of 1,605 holders
Holding Since
Mar 2020
14 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, 2026Strategic Wealth Partners, Ltd. holds $1,348,799 across 5 Healthcare Plans names. ELV ranks #4 (12.8% of the industry book) .
All Filings in ELV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,255 | 448 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $134,079 | 458 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $247,137 | 705 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $778,072 | 2,408 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,641,022 | 4,219 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $1,546,428 | 4,192 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,548,000 | 4,900 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,697,652 | 6,824 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $3,546,813 | 6,840 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $3,144,362 | 6,668 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $3,006,139 | 6,904 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $3,106,031 | 6,991 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $286,921 | 624 | Shares | Sole | 2023-04-24 | |
| 2020-03-31 | $183,902 | 810 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||