Position in ELV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$248,667
+$155,932 QoQ
Shares Held
643
+124.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,218
of 1,597 holders
Holding Since
Sep 2025
2 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, 2026Heartwood Wealth Advisors LLC holds $2,080,348 across 2 Healthcare Plans names. ELV ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,407 | $1,831,681 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
643 | $248,667 |
All Filings in ELV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,667 | 643 | Shares | Sole | 2026-07-17 | |
| 2025-09-30 | $92,735 | 287 | Shares | Sole | 2025-10-06 | |
| No filing history on record for this holder in this stock. | ||||||