Position in ELV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,142,484
+$511,281 QoQ
Shares Held
5,540
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#577
of 1,597 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026VISTA INVESTMENT MANAGEMENT holds $4,200,683 across 2 Healthcare Plans names. ELV ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
5,540 | $2,142,484 | |
| 2 | UNH |
Unitedhealth Group Inc
|
4,952 | $2,058,199 |
All Filings in ELV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,142,484 | 5,540 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,631,203 | 5,572 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,917,157 | 5,469 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,786,530 | 5,529 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,817,610 | 4,673 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,020,389 | 4,645 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,729,772 | 4,689 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,122,640 | 4,082 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,210,246 | 4,079 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,098,012 | 4,046 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,901,329 | 4,032 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,697,267 | 3,898 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,729,620 | 3,893 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,810,731 | 3,938 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,024,179 | 3,946 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,843,760 | 4,059 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,973,752 | 4,090 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,063,615 | 4,201 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,013,154 | 4,343 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,639,947 | 4,399 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,702,064 | 4,458 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,631,786 | 4,546 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,478,298 | 4,604 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,389,147 | 5,172 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,358,028 | 5,164 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,187,646 | 5,231 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||