Position in ELV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,723,655
+$781,879 QoQ
Shares Held
4,457
+38.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#627
of 1,597 holders
Holding Since
Sep 2021
20 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, 2026Integrated Wealth Concepts LLC holds $45,811,983 across 11 Healthcare Plans names. ELV ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
44,741 | $18,595,701 | |
| 2 | CI |
Cigna Group
|
41,772 | $11,515,704 | |
| 3 | CNC |
Centene Corp
|
71,959 | $4,619,048 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
18,890 | $4,320,143 | |
| 5 | CVS |
CVS HEALTH Corp
|
38,040 | $3,935,238 | |
| 6 | ELV |
Elevance Health, Inc.
This page
|
4,457 | $1,723,655 | |
| 7 | HUM |
Humana Inc
|
1,148 | $456,008 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
9,802 | $233,385 |
All Filings in ELV
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,723,655 | 4,457 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $941,776 | 3,217 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $808,017 | 2,305 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,296,357 | 4,012 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,485,438 | 3,819 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,587,604 | 3,650 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,492,200 | 4,045 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,953,120 | 3,756 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,973,454 | 3,642 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,731,923 | 3,340 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,520,309 | 3,224 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,392,908 | 3,199 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,495,480 | 3,366 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,500,819 | 3,264 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $848,965 | 1,655 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $691,807 | 1,523 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $701,671 | 1,454 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,019,281 | 2,075 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $699,945 | 1,510 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $361,616 | 970 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||