Position in ELV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$223,916
-$3,240 QoQ
Shares Held
579
-10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,269
of 1,597 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026McLean Asset Management Corp holds $1,072,216 across 2 Healthcare Plans names. ELV ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,041 | $848,300 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
579 | $223,916 |
All Filings in ELV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,916 | 579 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $227,156 | 648 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $189,671 | 587 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $287,830 | 740 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $625,907 | 1,439 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $519,042 | 1,407 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $799,760 | 1,538 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $837,715 | 1,546 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $852,998 | 1,645 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $792,220 | 1,680 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $731,070 | 1,679 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $749,961 | 1,688 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $776,159 | 1,688 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $880,769 | 1,717 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $773,570 | 1,703 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $821,351 | 1,702 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $834,582 | 1,699 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $780,137 | 1,683 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $632,641 | 1,697 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $599,426 | 1,570 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $559,962 | 1,560 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $495,762 | 1,544 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||