Position in ELV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$915,002
+$302,277 QoQ
Shares Held
2,366
+13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#790
of 1,605 holders
Holding Since
Mar 2020
26 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, 2026Arkadios Wealth Advisors holds $21,664,824 across 7 Healthcare Plans names. ELV ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
25,742 | $10,699,147 | |
| 2 | CVS |
CVS HEALTH Corp
|
43,998 | $4,551,592 | |
| 3 | CI |
Cigna Group
|
12,972 | $3,576,120 | |
| 4 | HUM |
Humana Inc
|
2,932 | $1,164,648 | |
| 5 | ELV |
Elevance Health, Inc.
This page
|
2,366 | $915,002 | |
| 6 | CNC |
Centene Corp
|
6,310 | $405,038 | |
| 7 | OSCR |
Oscar Health, Inc.
|
12,387 | $353,277 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,002 | 2,366 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $612,725 | 2,093 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $772,962 | 2,205 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $737,359 | 2,282 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,175,047 | 3,021 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $840,342 | 1,932 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $408,372 | 1,107 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $516,360 | 993 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $470,334 | 868 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $356,236 | 687 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $319,246 | 677 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $277,797 | 638 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $280,346 | 631 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $376,584 | 819 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $645,316 | 1,258 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $514,653 | 1,133 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $224,882 | 466 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $209,259 | 426 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $207,665 | 448 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $163,659 | 439 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $164,174 | 430 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $109,838 | 306 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $98,253 | 306 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $82,457 | 307 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $81,523 | 310 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $71,290 | 314 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||