Foundations Investment Advisors, LLC

Endowment

Position in ELV — Elevance Health, Inc.

CIK 1743404 PHOENIX, AZ

Position in ELV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$809,425

+$102,434 QoQ

Shares Held

2,093

-13.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#810

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $13,309,953 across 5 Healthcare Plans names. ELV ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	19,604	$8,148,010
2	CVS	CVS HEALTH Corp	28,183	$2,915,531
3	CI	Cigna Group	4,482	$1,235,597
4	ELV	Elevance Health, Inc. This page	2,093	$809,425
5	HUM	Humana Inc	507	$201,390

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$809,425	2,093	-13.3%	Shares	Sole	2026-08-14
2026-03-31	$706,991	2,415	-15.1%	Shares	Sole	2026-05-11
2025-12-31	$996,613	2,843	+5.9%	Shares	Sole	2026-02-10
2025-09-30	$867,254	2,684	-23.3%	Shares	Sole	2025-11-03
2025-06-30	$1,360,971	3,499	-14.8%	Shares	Sole	2025-08-08
2025-03-31	$1,786,380	4,107	-20.7%	Shares	Sole	2025-05-07
2024-12-31	$1,909,426	5,176	-82.2%	Shares	Sole	2025-01-22
2024-09-30	$15,151,240	29,137	+15.4%	Shares	Sole	2024-10-21
2024-06-30	$13,678,713	25,244	+28.4%	Shares	Sole	2024-08-02
2024-03-31	$10,192,422	19,656	+20.8%	Shares	Sole	2024-05-13
2023-12-31	$7,675,110	16,276	+46.5%	Shares	Sole	2024-02-08
2023-09-30	$4,837,516	11,110	+57.9%	Shares	Sole	2023-10-05
2023-06-30	$3,126,913	7,038	+76.4%	Shares	Sole	2023-07-19
2023-03-31	$1,834,182	3,989	+38.8%	Shares	Sole	2023-04-25
2022-12-31	$1,473,762	2,873	-44.4%	Shares	Sole	2023-01-11
2022-09-30	$2,347,966	5,169	-23.4%	Shares	Sole	2022-10-19
2022-06-30	$3,256,932	6,749	-5.2%	Shares	Sole	2022-07-08
2022-03-31	$3,496,503	7,118	+5.2%	Shares	Sole	2022-04-19
2021-12-31	$3,136,311	6,766	+13.3%	Shares	Sole	2022-01-21
2021-09-30	$2,226,734	5,973	+11.3%	Shares	Sole	2021-10-13
2021-06-30	$2,048,357	5,365	+26.6%	Shares	Sole	2021-07-14
2021-03-31	$1,521,589	4,239	+20.4%	Shares	Sole	2021-04-09
2020-12-31	$1,130,236	3,520	+9.7%	Shares	Sole	2021-01-13
2020-09-30	$862,173	3,210	+11.5%	Shares	Sole	2020-10-07
2020-06-30	$756,856	2,878	+19.9%	Shares	Sole	2020-07-08
2020-03-31	$545,123	2,401	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.