Global Retirement Partners, LLC
PensionPosition in ELV — Elevance Health, Inc.
CIK 1749744
San Rafael, CA
Position in ELV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,401,980
+$744,580 QoQ
Shares Held
6,211
+31.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#552
of 1,597 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Global Retirement Partners, LLC holds $17,579,777 across 11 Healthcare Plans names. ELV ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
23,702 | $9,851,262 | |
| 2 | CVS |
CVS HEALTH Corp
|
27,309 | $2,825,116 | |
| 3 | ELV |
Elevance Health, Inc.
This page
|
6,211 | $2,401,980 | |
| 4 | CI |
Cigna Group
|
4,961 | $1,367,648 | |
| 5 | CNC |
Centene Corp
|
10,755 | $690,363 | |
| 6 | HUM |
Humana Inc
|
593 | $235,551 | |
| 7 | CLOV |
Clover Health Investments, Corp. /De
|
19,575 | $102,573 | |
| 8 | OSCR |
Oscar Health, Inc.
|
1,602 | $45,689 |
All Filings in ELV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,401,980 | 6,211 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,657,400 | 4,728 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,226,563 | 3,796 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,529,779 | 3,933 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,367,881 | 3,708 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,178,280 | 4,189 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,086,702 | 3,851 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,820,075 | 3,510 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,562,278 | 3,313 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,399,875 | 3,215 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,525,247 | 3,433 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,570,251 | 3,415 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,583,538 | 3,087 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,332,740 | 2,934 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,368,596 | 2,836 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,364,117 | 2,777 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $683,342 | 1,833 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $692,967 | 1,815 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $653,289 | 1,820 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $554,522 | 1,727 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $463,317 | 1,725 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $452,851 | 1,722 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $333,748 | 1,470 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||