Position in ELV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,818,791
+$338,647 QoQ
Shares Held
4,703
-7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#613
of 1,597 holders
Holding Since
Jun 2021
14 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, 2026Castleview Partners, LLC holds $5,512,910 across 2 Healthcare Plans names. ELV ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
8,888 | $3,694,119 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
4,703 | $1,818,791 |
All Filings in ELV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,818,791 | 4,703 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,480,144 | 5,056 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,895,073 | 5,406 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,146,486 | 6,643 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,383,919 | 3,558 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,377,953 | 3,168 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $858,061 | 2,326 | Shares | Sole | 2025-01-21 | |
| 2024-06-30 | $1,083 | 2 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,037 | 2 | Shares | Sole | 2024-05-10 | |
| 2023-03-31 | $16,093 | 35 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $31,796 | 70 | Shares | Sole | 2022-11-10 | |
| 2022-03-31 | $34,385 | 70 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $36,000 | 16,687 | Shares | Sole | 2022-02-17 | |
| 2021-06-30 | $29,780 | 78 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||