Position in ELV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$623,408
+$147,982 QoQ
Shares Held
1,612
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#889
of 1,597 holders
Holding Since
Dec 2020
22 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, 2026Keystone Financial Group holds $1,457,577 across 2 Healthcare Plans names. ELV ranks #2 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,007 | $834,169 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
1,612 | $623,408 |
All Filings in ELV
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,408 | 1,612 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $475,426 | 1,624 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $674,458 | 1,924 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $532,824 | 1,649 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $641,006 | 1,648 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $942,123 | 2,166 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $619,383 | 1,679 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $712,400 | 1,370 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $709,836 | 1,310 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $664,768 | 1,282 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $630,004 | 1,336 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $611,765 | 1,405 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $623,783 | 1,404 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $719,183 | 1,402 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $636,390 | 1,401 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $675,612 | 1,400 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $476,974 | 971 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $652,664 | 1,408 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $524,529 | 1,407 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $508,557 | 1,332 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $500,017 | 1,393 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $266,825 | 831 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||