Position in ELV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,254,887
-$206,657 QoQ
Shares Held
13,588
-27.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#439
of 1,597 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026National Philanthropic Trust holds $46,488,708 across 2 Healthcare Plans names. ELV ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
99,208 | $41,233,821 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
13,588 | $5,254,887 |
All Filings in ELV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,254,887 | 13,588 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,461,544 | 18,656 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,597,701 | 18,821 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $7,428,528 | 22,990 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $6,524,415 | 16,774 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $7,358,218 | 16,917 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $9,133,595 | 24,759 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $11,176,880 | 21,494 | Shares | Sole | 2026-05-15 | |
| 2024-06-30 | $11,683,585 | 21,562 | Shares | Sole | 2026-05-15 | |
| 2024-03-31 | $11,246,614 | 21,689 | Shares | Sole | 2026-05-15 | |
| 2023-12-31 | $10,231,908 | 21,698 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||