Position in ELV
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,921,745
+$844,099 QoQ
Shares Held
7,555
+6.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#528
of 1,597 holders
Holding Since
Mar 2020
24 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, 2026Beacon Pointe Advisors, LLC holds $65,784,275 across 8 Healthcare Plans names. ELV ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
115,374 | $47,952,895 | |
| 2 | CI |
Cigna Group
|
39,957 | $11,015,345 | |
| 3 | ELV |
Elevance Health, Inc.
This page
|
7,555 | $2,921,745 | |
| 4 | CVS |
CVS HEALTH Corp
|
22,276 | $2,304,452 | |
| 5 | HUM |
Humana Inc
|
2,175 | $863,953 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
1,787 | $408,686 | |
| 7 | CNC |
Centene Corp
|
3,247 | $208,424 | |
| 8 | OSCR |
Oscar Health, Inc.
|
3,814 | $108,775 |
All Filings in ELV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,921,745 | 7,555 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,077,646 | 7,097 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,047,913 | 5,842 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,712,859 | 5,301 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,542,226 | 3,965 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,091,722 | 4,809 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,734,198 | 4,701 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,965,520 | 7,626 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,203,208 | 7,757 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,194,470 | 8,089 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,919,135 | 8,311 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,834,743 | 8,807 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,629,849 | 8,170 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,283,130 | 9,315 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,578,770 | 8,926 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,330,269 | 9,533 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,941,619 | 10,240 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,417,665 | 11,029 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,911,638 | 4,124 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,611,385 | 15,052 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,260,703 | 3,302 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $251,623 | 701 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $227,652 | 709 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $459,074 | 2,022 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||