Position in ELV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,358,496
-$1,114,059 QoQ
Shares Held
18,304
-0.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Advisory Resource Group holds $209,477 across 1 Healthcare Plans name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
504 | $209,477 |
All Filings in ELV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,358,496 | 18,304 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,472,555 | 18,464 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,116,015 | 18,928 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,147,496 | 13,234 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||