Position in ELV
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$2,331,595
+$668,775 QoQ
Shares Held
6,029
+6.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#562
of 1,597 holders
Holding Since
Mar 2020
25 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, 2026CX Institutional holds $35,501,480 across 7 Healthcare Plans names. ELV ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
29,729 | $12,356,264 | |
| 2 | CVS |
CVS HEALTH Corp
|
100,656 | $10,412,863 | |
| 3 | CI |
Cigna Group
|
33,831 | $9,326,530 | |
| 4 | ELV |
Elevance Health, Inc.
This page
|
6,029 | $2,331,595 | |
| 5 | CNC |
Centene Corp
|
8,999 | $577,645 | |
| 6 | HUM |
Humana Inc
|
869 | $345,184 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
662 | $151,399 |
All Filings in ELV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,331,595 | 6,029 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,662,820 | 5,680 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $577,005 | 1,646 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,934,421 | 18,366 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $646,350 | 1,486 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $318,729 | 864 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $722,800 | 1,390 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $7,499,884 | 13,841 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $7,170,889 | 13,829 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,113,889 | 8,724 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $5,729,691 | 13,159 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $5,639,372 | 12,693 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,963,189 | 10,794 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $616,589 | 1,202 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $436,070 | 960 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,089,959 | 6,403 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,775,393 | 5,650 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $365,733 | 789 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,684,310 | 4,518 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $307,730 | 806 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $331,669 | 924 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,953,832 | 6,085 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,878,518 | 6,994 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,806,785 | 10,673 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,124,867 | 9,359 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||