Steward Partners Investment Advisory, LLC
Position in ELV — Elevance Health, Inc.
CIK 1723397
STAMFORD, CT
Position in ELV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,604,690
+$3,082,997 QoQ
Shares Held
32,593
+0.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#320
of 1,592 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, 2026Steward Partners Investment Advisory, LLC holds $71,987,529 across 8 Healthcare Plans names. ELV ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
101,901 | $42,353,112 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
32,593 | $12,604,690 | |
| 3 | CVS |
CVS HEALTH Corp
|
72,108 | $7,459,572 | |
| 4 | CI |
Cigna Group
|
21,502 | $5,927,671 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
110,976 | $2,642,338 | |
| 6 | HUM |
Humana Inc
|
2,340 | $929,494 | |
| 7 | OSCR |
Oscar Health, Inc.
|
2,244 | $63,998 | |
| 8 | CLOV |
Clover Health Investments, Corp. /De
|
1,270 | $6,654 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,604,690 | 32,593 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,521,693 | 32,525 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,222,851 | 23,457 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,867,972 | 24,350 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,549,729 | 21,981 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,427,350 | 19,375 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,250,641 | 16,944 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,080,720 | 19,386 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,020,616 | 18,493 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,704,212 | 16,786 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,158,330 | 4,577 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,627,164 | 3,737 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,382,186 | 3,111 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,445,642 | 3,144 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,617,394 | 3,153 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,673,874 | 3,685 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,614,230 | 3,345 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,641,166 | 3,341 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,722,978 | 3,717 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $714,657 | 1,917 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $836,905 | 2,192 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $865,787 | 2,412 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $616,492 | 1,920 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $532,345 | 1,982 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $564,618 | 2,147 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $445,906 | 1,964 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||