Position in ELV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$862,021
+$305,796 QoQ
Shares Held
2,229
+17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#795
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, 2026Frisch Financial Group, Inc. holds $2,708,249 across 2 Healthcare Plans names. ELV ranks #2 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,442 | $1,846,228 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
2,229 | $862,021 |
All Filings in ELV
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $862,021 | 2,229 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $556,225 | 1,900 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $662,188 | 1,889 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $607,788 | 1,881 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $727,744 | 1,871 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $810,330 | 1,863 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $684,678 | 1,856 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $960,960 | 1,848 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $998,647 | 1,843 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,027,227 | 1,981 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $931,331 | 1,975 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $867,356 | 1,992 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $1,085,444 | 2,116 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $958,900 | 2,111 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,015,830 | 2,105 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,034,509 | 2,106 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,059,188 | 2,285 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $892,483 | 2,394 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $911,356 | 2,387 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $911,015 | 2,538 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $826,485 | 2,574 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $662,342 | 2,466 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $646,141 | 2,457 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $555,793 | 2,448 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||