Financial Gravity Asset Management, Inc.
Position in ELV — Elevance Health, Inc.
CIK 1741736
Lakeway, TX
Position in ELV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$585
-$116 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
15 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $131,821 across 2 Healthcare Plans names. ELV ranks #2 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
485 | $131,236 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
2 | $585 |
All Filings in ELV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $585 | 2 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $701 | 2 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $646 | 2 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $869 | 2 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $1,625 | 3 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,555 | 3 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $943 | 2 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $393 | 0 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,913 | 444 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,042 | 460 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,894 | 513 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,390,464 | 7,264 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $3,301,457 | 8,838 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,961,476 | 10,208 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $3,054 | 8 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||