Belpointe Asset Management LLC

Position in ELV — Elevance Health, Inc.

CIK 1721242 RENO, NV

Position in ELV

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$263,363

+$47,314 QoQ

Shares Held

681

-7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,190

of 1,597 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Belpointe Asset Management LLC holds $10,929,305 across 7 Healthcare Plans names. ELV ranks #7 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	11,412	$4,743,169
2	HUM	Humana Inc	3,940	$1,565,046
3	CNC	Centene Corp	20,690	$1,328,091
4	CI	Cigna Group	4,533	$1,249,657
5	OSCR	Oscar Health, Inc.	42,487	$1,211,729
6	CVS	CVS HEALTH Corp	5,493	$568,250
7	ELV	Elevance Health, Inc. This page	681	$263,363

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,363	681	-7.7%	Shares	Sole	2026-07-31
2026-03-31	$216,049	738	+22.8%	Shares	Sole	2026-04-28
2025-12-31	$210,680	601	-6.1%	Shares	Sole	2026-01-27
2025-06-30	$248,934	640	-8.7%	Shares	Sole	2025-07-22
2025-03-31	$304,906	701	-83.3%	Shares	Other	2025-05-20
2024-12-31	$1,552,331	4,208	+25.7%	Shares	Other	2025-02-13
2024-09-30	$1,740,440	3,347	-11.7%	Shares	Other	2024-11-13
2024-06-30	$2,054,191	3,791	+136.2%	Shares	Other	2024-08-02
2024-03-31	$832,256	1,605	+6.9%	Shares	Sole	2024-05-08
2023-12-31	$707,811	1,501	-28.7%	Shares	Sole	2024-02-13
2023-09-30	$916,994	2,106	+17.0%	Shares	Sole	2023-11-15
2023-06-30	$799,722	1,800	-67.7%	Shares	Sole	2023-08-15
2023-03-31	$2,560,222	5,568	+123.4%	Shares	Sole	2023-05-15
2022-12-31	$1,278,321	2,492	-26.9%	Shares	Sole	2023-02-08
2022-09-30	$1,548,958	3,410	+287.9%	Shares	Sole	2022-11-14
2022-06-30	$424,187	879	-29.6%	Shares	Sole	2022-08-02
2022-03-31	$613,042	1,248	+9.0%	Shares	Sole	2022-04-28
2021-12-31	$530,753	1,145	0.0%	Shares	Sole	2022-02-15
2021-09-30	$426,856	1,145	-2.5%	Shares	Sole	2021-11-15
2021-06-30	$448,233	1,174	+1.5%	Shares	Sole	2021-08-09
2021-03-31	$415,305	1,157	+17.9%	Shares	Sole	2021-05-14
2020-12-31	$314,989	981	-10.2%	Shares	Sole	2021-02-16
2020-09-30	$293,568	1,093	+4.5%	Shares	Sole	2020-11-13
2020-06-30	$275,077	1,046	-6.6%	Shares	Sole	2020-07-20
2020-03-31	$254,284	1,120	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.